Finanzas e Inversión
Wealth Management
Wealth management, financial planning, and investment analytics skill. Compounds on finance-substrate for Colombian tax-optimized wealth building. Runs descriptive (portfolio health), predictive (compound growth projections, Monte Carlo), and prescriptive (allocation, rebalancing, tax-efficient withdrawal) analytics. Use when: (1) projecting long-term wealth growth, (2) optimizing asset allocation, (3) running scenario/stress tests on a portfolio, (4) planning tax-efficient contributions or withdrawals, (5) generating a wealth dashboard or net worth timeline, (6) goal-based financial planning (retirement, housing, education). Triggers on: 'wealth management', 'compound interest', 'asset allocation', 'portfolio projection', 'net worth forecast', 'retirement planning', 'investment strategy', 'rebalancing', 'monte carlo', 'financial plan'.