A wealth manager is a professional who specializes in the management of wealth and investment portfolios for individuals and families. There are several synonyms for the term "wealth manager" that can be used interchangeably. These include "investment manager", "financial advisor", "portfolio manager", "banker", and "asset manager". Each of these terms refers to a professional who helps clients manage their finances and investments, often through a combination of personalized advice, portfolio construction and management, and financial planning. Whether you're looking for help with your investments, retirement planning, or estate planning, a wealth manager or one of these other financial experts can provide the guidance and expertise needed to achieve your goals.