The most important thing to understand is that wealth management is not just for the wealthy. Even those still creating their wealth could stand to benefit from wealth management services.
We try to understand our clients’ goals & analyze their needs. We work closely with our clients and investors and select foundations to develop their wealth and investment management strategies. We identify investment opportunities and strategize to help them reach their objectives.
We analyze each client’s financial profile, and then develop a suitable wealth management plan. We offer strategic and tactical asset allocation and provide a range of investment solutions including, fixed income, equities and alternative investments.
Wealth management combines both financial planning and specialized financial services, including personal retail banking services, estate planning, legal and tax advice, and investment management services.
The goal of wealth management is to sustain and grow long-term wealth. Our Portfolio Management Service could be the answer available exclusively through our Financial Advisers. A professional investment manager will fully manage your investments. The service aims to deliver positive returns while taking the appropriate amount of risk.
We have one of the more exclusive services that is primarily tailored for investors with $1,000,000 or more. It provides the very best of what JJW Consultancy has to offer, drawing upon the wealth of experience from our investment managers and our highly qualified advisers. The service has been very successful in the past and we have had outstanding results.