Our team helps people, businesses and institutions to build, preserve and manage wealth so they can pursue their financial goals. Wealth management is an investment advisory service that combines other financial services to address the needs of affluent clients. We prefer to use a consultative process, the advisor gleans information about the client’s wants and specific situation, and then we tailor a personalized strategy that uses a range of financial products and services.

We often use a holistic approach in wealth management. To meet the complex needs of a client, a broad range of services, such as investment advice, estate planning, accounting, retirement, and tax services—may be provided.

Finally we would prefer to say that our fee structures vary across comprehensive wealth management services, typically, fees are based on a client’s assets under management (AUM).

Our services in this Domain:

ü  Wealth Management

ü  Asset Management

ü  Corporate Finance

ü  Banking Products

ü  Global Investment Services