Wealth management for private high net worth families
A fter decades in the finance and investment industry, the firm was formed by its founder Gassan Kassira who realized there was an inherit conflict of interest in the industry. Gassan believed that only when the advisor is detached from working for a bank, broker-dealer, insurance company or other third-party institutions can he/she truly offer impartial advice and services.
We are a fee-only firm which means we only get paid by our clients. We are paid to manage investments. We do not sell any products nor do we represent any other company but our client’s interest only. Furthermore, we only accept advisors to our firm who are highly educated in the finance and investment field. We further require all our advisors to have an accredited, higher learning professional and financial designation.
The firm is chartered with providing comprehensive financial planning to individuals, their families, small-businesses and charitable organizations. We focus on complete wealth management with a focus on customized portfolio and investment management.
Our firm has a strong belief that the client’s interest should always come first! We believe the industry is dominated by large brokerage firms, insurance companies and major banks who sell their costumers high-cost products. We further believe that most advisors are under-qualified and under-educated to give their clients the true advice and services their customers deserve.