The Wealth Management Stack

Claude skills for wealth managers and financial advisors cover the recurring client deliverables that define the advisor workflow — annual financial plans, investment proposals, quarterly reviews, and the rebalancing and tax work that comes between them. This stack was built for advisors who want consistent, professional output for every client deliverable without rebuilding the same documents from scratch each cycle.

What these skills do

Wealth Management Financial Plan

Build comprehensive financial plans — goals analysis, net worth summary, cash flow modeling, retirement projections, insurance coverage review, and the recommendations that tie the plan together into actionable priorities for the client.

Wealth Management Investment Proposal

Write investment proposals that communicate strategy clearly — asset allocation rationale, manager or fund selection, risk-return framework, and the client-facing narrative that explains why the proposed portfolio fits their goals and risk tolerance.

Wealth Management Portfolio Rebalance

Analyze a client portfolio against target allocation and generate a rebalancing plan — drift analysis, trade recommendations, tax efficiency considerations, and the documentation that supports the rebalancing decision.

Wealth Management Tax-Loss Harvesting

Identify tax-loss harvesting opportunities in client portfolios — unrealized losses, wash sale rules, replacement securities, and the estimated tax benefit calculation that helps clients understand the value of acting during a harvesting window.

Wealth Management Client Review Prep

Prepare for quarterly or annual client review meetings — performance summary, progress toward goals, agenda structuring, and the talking points that make reviews productive rather than just backward-looking reporting sessions.

Wealth Management Client Report

Produce client-facing reports — performance reporting, portfolio attribution, benchmark comparison, and the written narrative that contextualizes returns within market conditions and the client’s personal financial picture.

Who this is for

• Wealth managers and financial advisors managing client relationships and portfolios
• Registered Investment Advisors preparing client deliverables and financial plans
• Private banking teams that need consistent, high-quality output for high-net-worth clients

For related financial workflows, see the Equity Research Stack for investment analysis, or the Private Equity Deal Stack for institutional investment processes.