Perceptive Wealth Advisors

We facilitate Mid-career professionals to become financially assured and well prepared for life. As a first-generation immigrant myself, we relate to and enjoy working with educated professionals who are the first-generation in the USA. We help them build long-term wealth by working towards increasing their awareness of the available strategies in the US and how to use them, guiding them through optimizing their employee benefits, identifying tax-planning opportunities, building and managing investment portfolios suitable to clients' specific risk-tolerance and their unique circumstances.

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