In a dynamic economic environment, managing your investments can be complex and time-consuming – even more so for high net worth individuals and their families. Your Portfolio Manager will sit down with you and to take the time to understand who you are, the challenges you face, and what you aspire to. With this deep understanding, we will create a plan that carefully incorporates your investment goals, personal objectives, risk tolerance, income needs and tax situation.
Quintessence Wealth’s experienced and accredited portfolio management team then develops and manages a portfolio for you. Your money will be invested in strategies that increase the likelihood that you can live the life you want to live.
To ensure safe keeping and independent verification of your assets, we utilize a third-party custodian who is a recognized leader in this field.