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Los Santos wealth & investment management Whether you are an investor seeking independent financial advice or looking to take the first step to building a financial plan, we are the firm for you! OUR SERVICES Wealth Management — Investors looking for full service, personalized investment advice and portfolio management. Our wealth management program exists to serve individuals and families with a minimum of fifty thousand in liquid investable assets looking to further build their wealth plan and financial security. Wealth Building — Younger individuals and families looking to create and implement a financial plan to grow their assets. We believe the secret to proper wealth building is applying a variety of financial planning strategies to help you pursue your goals. Building wealth is a combination of proper savings techniques, budgeting and properly protecting yourself from adversity. HOW IT WORKS When we open a new account, we meet with each of our clients for an in-depth meeting to understand their investment goals, risk tolerance, and time horizon. We then employ strategic investment techniques to build a customized portfolio with ideal asset allocation and proper diversification. Our wealth management clients have direct access to their dedicated advisor to answer questions or review their positions and accounts whenever needed. Providing our clients access to their advisor and unmatched service is one of our core ideals. WHY US Independence to focus on your best interest A personalized financial plan for you We educate and inform Low fees and expenses State of the art technology and communication platform In house, proprietary investment research CONTACT US Cheap Initial Consultation ($2,500-$15,000) Serving families, individuals, and businesses in Greater Los Santos. Meet with a our investment advisor in the way that works for you. We will review your financial situation and build a plan to help you pursue your financial goals. Call 20254547 or email at [email protected] ((FORUM PM)).
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