Investment Advisory / Wealth Management

Wealth management is more than just providing investment advice.   Our advisors utilize the spectrum of financial disciplines available, such as financial and investment advice, legal or estate planning, accounting, and tax services, and retirement planning to manage an affluent client's wealth.  Rather than trying to integrate pieces of advice and various products from a series of professionals, our high net worth clients benefit from a holistic approach in which a single YFG advisor coordinates all the services needed to manage client's money and plan for their own or their family's current and future needs.   Our business partners, mainly reputable insurance and financial institution provide a technologically advanced platform and tools so we can perform in-depth analysis and implement the adequate and appropriate solution to address the client's concerns and needs.