12 Christopher Way
About Dan Chen
Integrated Wealth Management Services
How To Get The Most From Your Advisor Relationship
The Benefits of Partnering with an Advisor (PDF Br
Coordinating the Wealth Management Process
Services and Fees
Questions to Ask
Guides & Whitepaper
Request an Appointment
Performing due diligence on a wide variety of products.
Staying current on industry trends so that client's don’t have to.
Vetting hundreds of investment and borrowing options and presenting a digestible set of recommendations.
Helping business owners create wealth uncorrelated with their day-to-day business.
Helping highly skilled professionals (lawyers, doctors, executives, business owners) enjoy liquidity earlier in their lives.
Considering the home country bias in investing.
Deciding whether managed money or discretionary stock picking is better suited for a client.
Return to Value Proposition