Wealth management is an investment-advisory discipline which incorporates financial planning, investment portfolio management and a number of aggregated financial services offered by a complex mix of asset managers, custodial banks, retail banks, financial planners and others. We try to understand our clients’ goals and aspirations and analyze their needs. We work closely with our clients and investors and select foundations and endowments to develop their wealth and investment management strategies. We identify investment opportunities and strategize to help them reach their objectives. The most important thing to understand is that wealth management is not just for the wealthy. Even regular middle-class salaried employees could stand to benefit from wealth management services.
We analyze each client’s financial profile, lifestyle objectives and attitude toward risk, and then develop a suitable wealth management plan. We offer strategic and tactical asset allocation and provide a range of investment solutions including, fixed income, equities and alternative investments. For clients interested in brokerage services, we offer robust structuring and execution capabilities in all security and derivative products across all major global markets. As client’s goals change, we can adjust the wealth management plan accordingly. High-net-worth individuals, small-business owners and families who desire the assistance of a credentialed financial advisory specialist call upon wealth managers to coordinate retail banking, estate planning, legal resources, tax professionals and investment management.
We carefully select our team members and take them through a stringent recruiting process. Once they join Dreamfield Financial, they begin a detailed training curriculum that continues throughout their careers. Even experienced professionals receive extensive training to help them meet clients’ high expectations. We aim to keep the number of client relationships per advisor low so that our teams can provide the focus and attention that our clients expect. Our clients’ interests always come first. Our experience shows that if we serve our clients well, our own success will follow and both are directly correlated to making sure everyone involved is prosperous in the future.