Wealth Management Defined

1. Wealth Management Defined
By: Henry Vail II

2. Wealth Management Defined
With a career in finance spanning nearly two decades, Henry Vail II has extensive
experience assisting physicians in managing their assets. As a wealth advisor for the
Houston, Texas-based Sucre-Vail Wealth Advisors, Henry Vail II, the company’s co-
founder, has helped numerous clients in creating financial plans that aid them in creating
the lives they desire for themselves and their families.

3. Wealth Management Defined
Wealth management involves of a team of experts, organized and coordinated by an
advisor or consultant on behalf of a client, all working together to provide affluent
individuals or entities with a plan to acquire, increase and maintain wealth. Wealth
management can consist of investment planning, estate planning, and more.

4. Wealth Management Defined
The wealth advisor’s role is to understand the client’s asset base, risk profile, current and
projected income, and short and long term financial goals, and then to create and plan of
action that will meet these goals. The interaction between a wealth advisor and a client
has the best outcome when it is a long-term relationship, one built on understanding and
trust.