But comprehensive wealth management has never been as simple as successfully managing investments, which itself is no easy task.

FORBES: U.S. Trust Study Finds Wealthy Americans Underinvested And Unprepared

Fiduciaries are required do whatever it takes to put the interests of their clients ahead of their own when selecting and managing investments as well as fees and expenses.

FORBES: Fiduciary Standard Sends The Wrong Message

Learn more about managing your investments and assets from the Wealth Strategies Journal.

FORBES: New Taxes and New Terms: How to calculate Net Investment Income under the New 3.8% Medicare Surtax