Newman Jiang's approach to authentic wealth management provides the framework that we use to build all plans. It has three key elements:
Well-thought-out, appropriate recommendations are arrived at after conducting detailed research. Consultations with highly experienced in-house and out-of-house investment specialists reinforce the strength of our research. As a result, all investments that we recommend are aligned with your overall financial plan, address your needs and requirements, and keep you on the right track to achieving your goals.
As a client, you are always the focus and at the center of our collaborative process. We are convinced that our all-embracing planning will bring reassurance to your financial life.
By involving those individuals who play an important role in your financial affairs, you become the pivot around which your family's future financial well-being is centered and the focal point for a united team of professionals working together to achieve your goals.
All Newman Jiang team members work collaboratively and follow the moral and physical guidelines of our PRACTICAL Core Values. These reflect our commitment to ensuring that clients always remain our key focus: