Core Values
At Perceptive Wealth Advisors, we have five core values that guide our lives—both personally and professionally.These are the cornerstones of our business model, and we strive to integrate them into everything we do.
Service
Be helpful and valuable to others, always.
Diligence
Approach work with focus and attention to detail.
Humility
Be humble in every client relationship and be open to feedback.
Continuous Learning
Commit to staying up to date with skills and knowledge.
Live With Purpose
Strive for a balance in life rather than just chasing materialistic
Who We Serve
Do you relate to one or more of the following?
- You are in your mid-30s to late-40s
- Single or married with families
- Household income >= $150,000
- Well educated (Most of our clients have graduate degrees.)
- Moved to the U.S. for higher education &/or career growth
- Outside of your work, you have some hobbies or passions that you like to pursue with intent—it helps you live a balanced and happy life rather than being materialistic and anxious about your finances.
Your values:
- You are intentional about spending quality time with family.
- You are keen on your children’s well-rounded development.
- You have open and honest communication with family.
- You believe that financial decision-making is not the head of household’s opinion but a collaborative process among spouses/partners.
First Generation Immigrants
You embarked on a journey to the U.S seeking opportunities for higher education or better opportunities and have since achieved success in your chosen career. Now, allow us to be your trusted guide as you navigate the complex financial landscape of this country, and leverage its many opportunities to build an even brighter future for yourself. At Perceptive Wealth Advisors, we understand the unique challenges that come with managing finances in a new country, and we are dedicated to providing comprehensive support and guidance every step of the way.
Mid-Career Professionals
As a mid-career professional, you have likely achieved success in your career and have a clear vision for your future. We are dedicated to helping you realize your personal and professional dreams through comprehensive financial support and guidance. The Perceptive Wealth Advisors team understands that your time and attention are valuable, which is why we work tirelessly to provide personalized solutions that enable you to focus on what matters most: your career, family and personal aspirations.
What We Do
Comprehensive Financial Planning
Our proactive planning process involves financial organization and optimization. We analyze your current financial strengths and weaknesses, clarify your long-term goals, and develop actionable recommendations to guide you toward success. And because life is unpredictable, our comprehensive services also include ongoing guidance and support so you can feel confident that your personalized plan will be ready for whatever comes your way.
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Investment Management
Partner with a CFA® charter holder to align your portfolio strategy with your unique long-term goals and individual circumstances. We approach our work with diligence and care, and work closely with each client to develop personalized investment strategies. With Perceptive Wealth Advisors, you’ll be equipped with the tools and knowledge necessary to grow your wealth for generations to come.
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Book a complimentary call with the Perceptive Wealth team to find out if we are a good fit.
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