Wealth Management

Grow and protect your wealth.

Just some of the

Questions We Answer about Wealth Management

What types of investments does SaaS Wealth offer?

How often will you review and adjust my finances?

Do you offer support for financial education and literacy?

How do you tailor your services to my unique situation?

How do you address changing financial needs over time?

How do you inform clients about their financial health and/or regulatory changes that impact them?

Do you integrate tax planning into wealth management?

How do you ensure transparency and trust in your services?

How do you manage risk with investments?

How we make Wealth Management Easy


Setting goals

The first step is to define your goals. Understanding where you are now and where you would like to go will help us choose a winning strategy.

clients, woman, paper

Selecting an asset mix

The next step is to determine what mix of investments is right for you based on your goals, the level of risk you’re comfortable with, and your time horizon.

couple, finances

Developing a custom portfolio

Here’s where we build an outcome-driven portfolio tailored to your investor profile. Achieving your financial objectives has never been easier.


Managing your portfolio

Focus on what matters most while we take on the time-consuming and research-driven tasks involved in monitoring and managing your portfolio.

Lawyer, advice

Tracking performance

We’re committed to your success. That’s why we continuously track the performance of your assets against industry-standard benchmarks.


Neutralizing risk

Take the uncertainty out of investing by relying on a certified financial planner to effectively mitigate any risks to your portfolio in a timely and decisive manner.

Wealth Management Case Studies

"I've enjoyed working with Brandon and his team for the past several years and have no hesitations recommending him as a trusthworthy and reliable financial advisor. I appreciate that Brandon has excellent knowledge across all areas of financial planning, carries out his work with great professionalism, always acts as a fiduciary to provide unbiased professional advice, and has developed a strong network of professional contacts to provide a holistic service. We have worked together to develop and maintain a holistic financial plan tailored to my situation and outlook, and I look forward to the years ahead working with Brandon."
Joshua Tiong

Frequently Asked Questions

Wealth management is a comprehensive approach to managing an individual’s financial situation, including investments, taxes, estate planning, and more. Unlike traditional financial planning, wealth management takes a holistic view of a client’s finances and aims to maximize their overall wealth over a specified period.

Services typically include investment management, retirement planning, tax planning, estate planning, risk management, and financial advisory services tailored to the needs and goals of each client.

Wealth management services are suitable for individuals looking to grow their assets or simplify and streamline their complex financial situations.

Clients oftentimes come to us with most of their wealth concentrated in one asset class.  Concentration can be fantastic for building wealth but can be terrible for preserving it.  We help manage your wealth by guiding you through setting clear goals, selecting the right investment mix based on your risk tolerance, and creating a custom portfolio designed to achieve your objectives. By working with us, you can focus on your family, business and other interests while we track performance and neutralize risks, ensuring your financial success.

Not everyone needs a financial planner. If you prefer to manage everything yourself and are confident in your financial decisions, you might not need one. However, if you are focused on your business, career, and family, having a financial quarterback can help you reach your goals more efficiently and avoid costly mistakes. A financial planner can provide expertise and peace of mind, allowing you to concentrate on what you do best.

Please visit Our Working With Us page for more information.

Take Your Risk Survey Today.

If you’d like us to put together a portfolio for you or compare with your current portfolio, please complete this 10-minute survey so we know what type of investor you are.  We’ll get back to you in 1 business day.

Wealth Management Planning Tools

Wealth Management Articles

Wealth Management Videos

Get started with a 15-min call!

By completing this 10 minute survey, we’ll know enough about your situation to connect you with one of our professional advisors.

We’ll email you a calendar link within 1 business day so we can get you acquainted with the right professional.

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