Helping Businesses and Individuals in wealth management

Most individuals struggle to grow or manage wealth effectively, so i developed a process based on solid strategy to buid meaningful wealth creation strategies that empower my clients grow wealth without hassle.

Building wealth

My network of full-time professional discretionary investment managers use objective, time-tested strategies to build cost-effective, tax-efficient portfolios to match your risk-return profile. And our commitment to oversight, regular reporting, and rebalancing ensures your portfolio stays on track to achieve your goals.

• O.T.C
• Illiquid securities
• High-frequency trading
• dark pools
• Non-financial instruments
• Debt Financing

Insurance Solutions

Insurance can be an effective tool to protect your financial security.   We will assess your current insurance coverage and identify any risks to your financial security, filling any gaps in coverage, including death, disability, and critical.     We will show you how to get better value for premiums paid by managing insurance as a cost-effective defensive strategy.

• Clients prefrences
• Mission, vision, values
• Gap analysis
• Thinking
• Management strategy
• Situational awareness

Equity Investments

I help you buy shares through a stock broker on a stock exchange market while trading at a lower price. They monitor the shares’ performance at the stock market, and when the share price goes up, and sell them at a profit. This bring about more diversification in the asset allocation of your portfolio.

• Tax management
• I.R.A
• Real estate portfolio
• Detailed financial reporting
• Maximize profit
• Minimize cost

A good wealth manager helps save time by doing all the heavy lifting for you, so you can spend more time doing what is most important to you—living life.
Life is busy. There’s no doubt that your day is full of stressors. Working with a wealth manager can help alleviate some of those worries.
It is beneficial to have an impartial third party available to hold you accountable. Your finances are no exception. A Wealth manager can be that impartial third party you need to help you stay on track.
People who are Registered Investment Advisors (RIAs) are held to strict fiduciary standards, which means that the law requires them to always put their client’s interests first. They are also required to disclose every method in which they are compensated.
One of the most important (and often overlooked) factors in successful investing is proper tax planning. A wealth manager can structure your investments in appropriate accounts so that you can maximize tax savings.
Part of a professional wealth managers job is to constantly keep abreast of market changes. Not only that, they strive to be aware of specific details that can affect your individual investments. A trusted wealth manager will help you stay up to speed on market conditions so you can make better decisions.
An experienced wealth manager will be able to discuss your wishes and provide insight and guidance that you simply cannot get when you go it alone. Relying on a trusted wealth manager can also help you avoid generalized investment advice and schemes that may not fit your specific needs.
You may not have access to all possible investment options if you don’t use a wealth manager. For example, there are certain mutual funds that are only available through an advisory relationship. Working alone, you wouldn’t have access to these investments. A reliable investment manager will have their investment committee regularly screen these exclusive options to determine if they are suitable for you.

First impressions matter, so your investments should look great and yield returns

How we, together, create and manage wealth
1. Learn

Framing the problem is crucial to the success of any project. In this phase I make sure I understand everything about my client, their risk appetite, preferred investment and wealth management duration, what were your previous inhibitors to wealth management  and what is the the real problem we’re trying to solve.

2. Strategy

Every wealth manager has to achieve a specific goal. After learning what my clients needs in the first phase aforementioned, I try to think of a strategy to actualise them. This phase is mostly done through workshop with you, the client. I’m a big believer of collaboration and co-creation.

3. Making

Guided by a Myriad of investment insights , I create multiple concepts to solve the problem we identified. However, only the real viable solution make it to you. I don’t present sketches or rough ideas, I present working solutions to creating and managing wealth.

Getting rich is easy but staying rich would require my services

Alternatives
Luxury estate
Derivatives
Bonds

Hey there! Alternative trading offers you access to a wider range of investment options beyond traditional stock exchanges. You can enjoy lower fees and more flexibility as a smaller investor, but there are higher risks involved. With careful research and due diligence, alternative trading can help you build a more diversified and profitable portfolio. Let's explore together!

In investing what is comfortable is rarely profitable.

Equity investments
Stocks
Mutual bonds
Treasury bills

As your stockbroker, I'd make sure  your investment goals and risk tolerance are put into consideration.Investing in the stock market can be confusing, but we'll help you make informed decisions that align with your financial goals. Hit me up if you're interested - this could be a game-changer for your investment portfolio!

The best investment on Earth is Earth.

Leasing
Luxury
Rentals
Mortgage

In my experience in the real-estate business, past success stories are generally not applicable to new situations. We must continually reinvent ourselves, responding to changing times with innovative new business models.

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Risk comes from not knowing what you're doing.

Skype
Zoom
Google Meet
Ms Teams

Investing should be more like watching paint dry or watching grass grow. If you want excitement, take $800 and go to Las Vegas. Join my webinars to get the best strategies on investing in financial and non-financial commodities.

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Let's answer some FAQ's

Don’t hesitate to reach out if you have any questions
What are your operational licenses?
What are your educational qualifications?
What’s your process?
How much does it cost to hire your services?

Let us know if you want to talk about your next project!