The High-Net-Worth Market Is Growing

Stake your claim on the high-net-worth and ultra-high-net-worth market and grow your business by delivering on their expectations.

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Individual and family wealth levels continue to increase. The asset levels that give rise to complex wealth management create opportunities for financial advisors ready to embrace the challenge. You CAN support high-net-worth clients effectively.

Not sure how? This guide can help you understand: 

  • What expectations high-net-worth and ultra-high-net-worth clients have of their financial advisor, and where they are commonly disappointed
  • Where to find high-net-worth clients
  • How to provide the services and solutions these clients demand 

This guide offers actionable guidance on attracting and retaining these clients and positions you to confidently embrace the opportunites in front of you.  

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AssetMark, Inc. ("AssetMark") is a leading provider of extensive wealth management and technology solutions that help financial advisors meet the ever-changing needs of their clients and businesses. The information on this website is for informational purposes only and is intended as an overview of the services offered to financial advisors, not a solicitation for investment. Information has been drawn from sources believed to be reliable, but its accuracy is not guaranteed and is subject to change.

Advisors seeking more information about AssetMark’s services should contact us; individual investors should consult with their financial advisor.

AssetMark is an investment adviser registered with the U.S. Securities and Exchange Commission and a subsidiary of AssetMark Financial Holdings, Inc. (NYSE: AMK) of which Huatai Securities Co., Ltd. is a controlling shareholder. Visit our ownership page for more information.

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