Vision

Creation & Preservation of Wealth and Legacy

We are a family investment advisory firm and we consider each client a member of our extended family. For most of our clients, protecting their loved ones and providing for their future is one of their primary concerns. We believe that wealth is about much more than an account balance. It’s about supporting what matters most to you.

We can help you explore your values and priorities and include them in your long-term financial planning. We take the time to get to know you through extensive conversations and use a tailored approach that is intended to help you identify and achieve your goals.

Whether you want to provide for your loved ones, make a mark on the causes close to your heart, or support another higher purpose, we can help you create a powerful legacy. We can provide options for protecting you in case of long-term care or disability while letting you maintain control and flexibility of your assets. We’ll also present you with strategies for accumulating and passing on wealth to your heirs without creating an unnecessary tax burden.

Mission

Look beyond, Think Ahead & Act Before.

To continuously evolve and transform ourselves into a single window resource for integrated wealth creation and enhancement solutions, attain and retain a leadership position through innovation and excellence in all aspect of the wealth management and induction of technologies and strategies. We aim to go far beyond clientele-building and build mutually rewarding relationships that last through thick and thin. Last but not the least to become a benchmark in all activities we undertake.

Philosophy

Inclusive Growth

The inherent character of our enterprise dictates that we cannot grow in exclusivity. We grow only when our customer grows. So, we aim at the client’s growth with single-minded focus and unswerving commitment, happy in the knowledge that we are automatically growing along with. When we ensure good performance for the customer’s wealth through time- conscious action, world class practices and a sharply maintained quality edge, we are in fact accelerating our own upward mobility. Everyone gains. That is the true philosophy of Midas Touch.