At US35 Wealth Management, we provide a robust array of financial services designed to cater to the unique needs of each client. Our approach combines deep expertise with a commitment to excellence, ensuring we deliver strategies tailored to help you achieve and exceed your financial goals.
Investment Management
Customized Portfolios: We design and actively manage personalized investment portfolios aligned with your risk tolerance, time horizon, and financial objectives.
Strategic Asset Allocation: Our team employs diversification strategies to maximize growth while minimizing risk across asset classes, including equities, bonds, real estate, and alternative investments.
Market Insights: Leveraging cutting-edge tools and deep market knowledge, we continuously monitor and optimize portfolios to adapt to changing economic and market conditions.
Cross-Border Investments
Global Opportunities: We enable clients to access investment opportunities between the US and Asia, helping them diversify portfolios and tap into emerging markets.
Expert Navigation: Our team provides in-depth guidance on regulations, tax implications, and market trends to facilitate seamless cross-border investments.
Business Expansion: For business owners, we offer strategies to enter new markets and maximize international growth potential.
EB-5 Investment Services
Citizenship Through Investment: We assist clients pursuing US citizenship via the EB-5 Immigrant Investor Program, offering investment options that meet program requirements.
Project Identification: Our experts identify credible and compliant EB-5 investment opportunities to secure immigration benefits while optimizing financial returns.
Comprehensive Support: From documentation to legal coordination, we provide end-to-end support throughout the EB-5 process.
Retirement Planning
Retirement Income Solutions: We develop tailored strategies to ensure sustainable income during retirement, accounting for inflation and market volatility.
Tax-Advantaged Accounts: Expertise in managing IRAs, 401(k)s, and other retirement vehicles to maximize long-term savings.
Holistic Planning: Addressing healthcare costs, lifestyle goals, and estate planning for a stress-free retirement.
Tax Optimization
Tax-Efficient Strategies: We identify investment vehicles and timing strategies to minimize tax liabilities and improve net returns.
Customized Tax Planning: Proactive year-round tax planning tailored to individual and business needs.
Collaboration with Experts: Working closely with tax advisors and accountants to create cohesive financial plans.
Estate Planning
Wealth Transfer Solutions: Structuring wills, trusts, and estate plans to preserve family wealth for future generations.
Minimizing Estate Taxes: Strategies to protect assets from excessive taxation, ensuring a smooth transition to heirs.
Charitable Giving: Assistance in setting up philanthropic initiatives to leave a meaningful legacy.
Insurance Solutions: Integrating life, disability, and long-term care insurance into overall financial strategies.
Proactive Adjustments: Regular reviews to adapt to evolving personal and economic circumstances.
Family Office Services
Holistic Wealth Management: Full-spectrum services, including financial planning, investment management, and administrative support for affluent families.
Legacy Planning: Ensuring the sustainability of wealth across generations through thoughtful planning and education.
Philanthropy and Impact Investing: Assistance in developing charitable strategies and socially responsible investments aligned with family values.
At US35, our mission is to provide world-class financial solutions that empower our clients to thrive in today’s complex global economy while securing their future and legacy.
