services
My Process
I serve my clients as a non-biased wealth & investment advisor and strategist. Unlike most other wealth advisors, I have no alliances to financial products and companies and no sales agenda that I bring to the table. I have just one mission: To help you grow and preserve your wealth, generation after generation.
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Even the best-meaning wealth advisors bring a small degree of bias to the table. I decided to remove that possibility completely.
After 30 years in the wealth management industry, I realised there was an abundance of financial experts who could point you to the right investment fund or the right life insurance policy for you right now. While those are crucial parts of a wealth strategy, they are but parts of it.
I work with my clients to create, manifest and manage their entire wealth vision, crystalize their long-term financial goals and build the roadmap to achieve their vision.
HEre's how I do It:
My Process
strategic Discovery Session
An initial conversation to understand your wealth and investment goals. In these sessions, you and I also get to know each other and see if we make for a good team to help drive your wealth mission.
lasting wealth
roadmap
A deep gap analysis and structuring of plans to help meet your wealth and investment goals. Here, I will be building out a complete roadmap specific to your business, your life, family and other aspirations.
Action and Implementation
Once the roadmap is in place, it's time to kick into action. I work with your team and a specialised team of experts to implement all the structures to help build and preserve your wealth for the long run.
SCHEDULE A DISCOVER MEETING
CESAR CHAVEZ
True is not measured in money, status or power. It is measured in
the we leave behind for those we love and those we
wealth
legacy
inspire.
DISCOVERY SESSION: WHAT TO EXPECT
The discovery session is a casual meeting that implies no commitments. I consider it a deep honour and responsibility to carry out effective work for my clients - these sessions are designed to help both sides discover if this realtionship is the right fit to help you achieve your wealth and investment goals.
SCHEDULE A DISCOVERY MEETING
SCHEDULE A DISCOVERY MEETING
