Enders wealth-management is a service which combines tax and bookkeeping solutions, investment and financial advice, retirement preparation, and estate or legal planning for one setup payment. Your advisor will offer ongoing and preparation investment direction centered on your financial picture with access. Specific recommendations on your own priorities and preferences. Tax strategies that may help reduce taxation on your own portfolio. Enders wealth-management is an increasingly investment-advisory discipline that incorporates financial preparation, investment portfolio direction and many of aggregated fiscal services extended by way of a complicated mix of asset professionals, custodial banks, retail banking , financial partners and others.ful customer relations.