Discover a wealth of possibility


Team-based approach

We work closely as a team and our expertise is to incorporate different services into one wealth management approach. We often collaborate with our team of in-house experts and work alongside your other trust professionals (e.g. accountants, lawyers) to execute our personalized strategies and solutions to help you reach your goals. We bring you peace of mind by acting as the coordinator so that you do not have to aggregate different sources and services. We only deliver products, services, and specialists applicable to your situation.

Focus on you

Our personalized wealth management solution targets on your needs, wants, and goals. We want to understand you and find out what is important to you and why. We will meet with you regularly to update goals, investigate whether existing and additional services are necessary, and review and rebalance your financial portfolio. We are here to listen, engage, and guide you every step of the way. We strive to help you simplify your financial life.

Comprehensive planning

We provide sophisticated wealth management advice and comprehensive planning to your entire life, presented in a language you can understand. Rather than just focusing on simple asset allocation and investment management, we use a holistic approach that integrate multiple services to achieve your financial goals. We want to know your financial vision so that we can bring in the specialists and provide you with the appropriate wealth management solution.

We define wealth management as professional advice related to every financial decision that impacts your life. From financial, tax, retirement, and estate planning to business succession and charitable giving, we have the expertise and professional network to fully support all your wealth needs.

We leverage the particular skills of each team member to deliver active wealth planning and net-worth analysis. Our team will create a fully personalized investment portfolio for you based on things like your goals, timeline, risk tolerance and general priorities. And, working in close collaboration with an industry-leading team of in-house experts and banking partners, we help you coordinate and simplify every facet of your financial affairs.

Our team speaks English, Mandarin, and Cantonese.

Please contact us for a comprehensive portfolio evaluation.