f89e86af_s___Wealth_Management_Planning__Private_Banking_Firms
[Search Criteria] Is comprehensive, integrated financial planning offered? [Investment Brokerage Firms] No Not usually, but some brokers offer planning services [Independent Advisor] Maybe It depends on the individual advisor; many independent advisors focus mainly on money management and do not look at the broader financial picture. [Nicola Wealth Management] Yes We complete an initial comprehensive written financial plan which is updated annually or sooner. [Private Banking Firms] 
Maybe In some cases, but not standardized
Financial Planning Services | Wealth Management Planning
Private Banking Firms