THEIR INFO:
Our detailed client knowledge is a big help to other expert professionals. We believe that our clients, big or small, should experience more from the Wealth Management company they use than a fixation with the amount each has invested. That is why at Newman Jiang, we offer more.
Newman Jiang provides highly tailored services to address the needs of High-Net-Worth individuals and their families.
Please complete the form below if you would like an introductory conversation with one of our experienced advisors about your current situation.
By completing the form, you are under no obligation to utilize any of our services.
Still, we trust the experience will be helpful for you to work through your priorities and decide on the most practical next steps for you.
Change is the law of life, so frequent reviews and regular communication are a critical part of maintaining our relationship with you. The frequency and extent of these interactions will depend on your circumstances, life changes, and individual preferences. Whatever change happens in your life, we are here to make sure that your finances stay on the right track and adapt to accommodate your new circumstances.
To ensure we have the capacity to handle what are often complex client requirements, we maintain a staff-to-client ratio that is higher than the industry standard. This above-average staffing level reflects the significance we place on:
utilizing the collective knowledge pool of all our highly talented team members
providing all-embracing financial guidance
delivering exceptional service
Being independent, we only recommend the most appropriate strategies and financial solutions to address your needs.