Our Services
We are an independent agency with clients in mind.
Wealth Planning
Helping our clients crystallize their planning goals and objectives from personal, business and charitable perspectives. We provide them with a range of services, techniques and strategies to help them achieve their goals, and we help them integrate these strategies to create maximum leverage and deliver the best possible results.
Life Insurance
Involving the design, implementation and service of life insurance portfolios. Life insurance plays a unique role in protecting and perpetuating our clients' wealth, and we bring nationally recognized expertise to ensure that our clients' objectives are being met, and that their life insurance portfolios are integrated with other planning strategies.
Global Assets
Providing ideas and consultation on China related financial matter for Expats, travelers and residents. We are committed to helping our clients grow their asset and create legacies. Our core strength lies in the blend of unique expertise, unsurpassed market access and innovative solutions, coupled with the personalized service from our associates.