Certified Financial Planner Board of Standards Inc.

01/20/2026 | Press release | Archived content

High-Net-Worth Financial Planning Strategies to Effectively Manage Wealth

High-net-worth financial planning involves creating comprehensive strategies for individuals with over $1 million in assets, focusing on complex tax situations, investment management and estate planning. When looking for a financial advisor, seek a credentialed CFP® professional who has the experience to provide informed recommendations for navigating intricate financial considerations.

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WSJ Buy Side
Lauren Nowacki January 20, 2026
Certified Financial Planner Board of Standards Inc. published this content on January 20, 2026, and is solely responsible for the information contained herein. Distributed via Public Technologies (PUBT), unedited and unaltered, on January 30, 2026 at 17:58 UTC. If you believe the information included in the content is inaccurate or outdated and requires editing or removal, please contact us at [email protected]