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Talent As an independent Wealth Management company and Registered Investment Advisory, we have access to experts, which many firms do not. As the plethora of products change, we can reposition your portfolio as needed.

Our experts remain focused.

They do not wear all hats and are in the elite category in their areas of expertise. Each piece of your financial puzzle is addressed in the correct order by the appropriate expert via The Wealth Mastery with one goal in mind: The Wealth Mastery is a mindful system.

To master your wealth you need structure and discipline. We are dedicated to this simple, yet often missed concept.

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There is a proper sequence to mastering wealth. We are looking for those who understand this. We teach you, guide you and protect you.

Once completed, together we repeat the process until you feel a sense of mastery over your financial life. He serves as both Chief Compliance Officer and as a Wealth Manager where he is responsible for fulfilling the fiduciary responsibilities of the firm. This includes client portfolios, marketing and all firm partnerships and affiliations.

Accounting Industry in Hong Kong

Turner has 21 years of extensive in-depth financial experience. He has deep knowledge of stocks, bonds, ETFs, mutual funds, insurance products, tax issues and other wealth planning matters.

In response to the devastation caused to many individual investors by the 2008 market crash, Mr.

  • With 30 years of in-depth investment experience, Schmidt is an invaluable resource to you, and he provides vast wisdom, knowledge and experience to help meet our long-term investment goals;
  • We have listened to the market, and have built our culture around excellent client service.

Turner began working on a more prudent, systematic, comprehensive approach to wealth management called The Wealth Mastery. Prior to wealth management, Mr. Among his clients were funds at which he had previously served as the in-house Trader, Head Trader and Principal.

  1. We are committed to keeping our clients' needs in the forefront. We are grateful to you, not only for giving us the opportunity to provide you with accounting services, but for your loyalty and friendship, which have enriched our relationship.
  2. We are committed to keeping our clients' needs in the forefront. We find this concentrated approach yields great value for our clients.
  3. There is a proper sequence to mastering wealth.

During his institutional trading career, Bloomberg ranked Mr. Turner got his start at Smith Barney, where he was the Financial Advisor to over 6,000 law firm employee retirement accounts.

He currently holds a Series 65 license as well as multiple insurance licenses. He has passed a plethora of Series exams including the Principal Series 24the 65, Series 7, Series 55 and Series 63. He speaks 12 times per year on wealth management, Social Security and retirement planning. His media highlights include Bloomberg trader rankings. With 30 years of in-depth investment experience, Schmidt is an invaluable resource to you, and he provides vast wisdom, knowledge and experience to help meet our long-term investment goals.

He is a Chartered Financial Advisor. Times and provided insights on Bloomberg Radio and TV.

  1. We look forward to introducing you to our new associates. In total, 12 areas of co-operation activities are listed under the Ecotech Agreement, including co-operation in accounting.
  2. For smaller Hong Kong accounting firms, the main option for them to serve the mainland market is via the Temporary Audit Business Permit.
  3. He serves as both Chief Compliance Officer and as a Wealth Manager where he is responsible for fulfilling the fiduciary responsibilities of the firm. We are dedicated to this simple, yet often missed concept.
  4. We are committed to keeping our clients' needs in the forefront.

Binger brings over 25 years of institutional equity experience and its affiliated advisors and clients. Binger has successfully invested in numerous market and economic cycles giving him a level of depth of experience that is rare in this industry.

She has 20 plus years of experience working with both institutional and high net worth clients. She is highly attuned to economic and market conditions, and has extensive experience selecting individual stocks, ETFs and mutual funds. She is a chartered Financial Advisor. She graduated cum laude with a major in Finance from the University of Detroit. Gradient is one of the independent, privately-owned, fee-only SEC registered investment advisors, providing professional money management services for The Wealth Mastery, LLC.

On Thursdays and Fridays, our experts collaborate in deep portfolio construction and review, only.

We find this concentrated approach yields great value for our clients.