We utilizes the spectrum of financial disciplines available, such as financial and investment advice, legal or estate planning, accounting and tax services, and retirement planning, to manage a client’s wealth. Wealth management is more than just investment advice, as it can encompass all parts of a person’s financial life.
This service is not just for the wealthy or individuals with a high net worth. Everyone can benefit from what this service has to offer. Even middle-class salaried employees could stand to benefit from wealth management services.
Wealth management combines both financial planning and specialized financial services, including personal retail banking services, estate planning, legal and tax advice, and investment management services.
We try to understand our clients’ goals & analyze their needs. We work closely with our clients and investors and select foundations to develop their wealth and investment management strategies. We identify investment opportunities and strategize to help them reach their goals and objectives. We analyze the client’s financial profile, and then strategize the most 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. We construct investment portfolios to meet our clients’ objectives and agreed appetite for risk.
We have an exclusive package that we offer only to clients who invest more than 200k. It provides the very best of what Sandberg Financial has to offer, utilizing the wealth of knowledge and experience from our investment managers and our highly qualified advisers.
The goal of wealth management is to sustain and grow long-term wealth. Our Wealth Management Service could be the answer available exclusively through our advisers. The service aims to deliver positive returns while taking the appropriate amount of risk.