The goal of wealth management is to assist clients in achieving their long-term financial objectives while also considering current market conditions.
Your wealth advisor will guide you through assessing your current financial situation and help determine how much money you will need on average each year when retired - known as "equivalent annual income."
To do this, wealth management companies will invest your savings in a mix of bonds and dividend-paying stocks to generate income.
With tax rates on the rise in many countries around the world, it is vital to find out how you can minimize your taxes with wealth management help.
Since our incorporation in 2009, we have grown to 160+ employees. We are trusted to manage over $16.15 billion in assets - and these numbers keep growing.
We do not provide cookie-cutter solutions with an attitude that everyone wants the same result. By putting in the work to discover what you really need, our strategies will perfectly align with your goals. This assures a greater level of success at every step.
Every client is important to us, and it does not matter how unique your situation is, as we will find a way to bring significant returns on your wealth. You may want to buy a business, create a regular income, or leave something behind to protect your family.
There are many financial management companies in Japan and around the world, but few have our focus on people and their individual needs.
Our wealth advisors are experienced professionals who know how investments behave over time and will help you identify your risk profile so that you can make more informed decisions about both your short-term needs as well as long-term objectives.
At Fujisawa Toyama Group, we believe in diversity, and diversity gives us a broader view. With over 160 employees, we have the capacity to manage hundreds of accounts and create value for every client.
We always look for innovative solutions and consider it our job to discover investments that may otherwise be overlooked. This allows us to provide robust investment strategies that bring great returns.
While short-term gains are possible, it is only through strong leadership, vision for the future, and powerful data-driven strategies to succeed to the level expected.
Investing in stocks and shares is the most common way of investing your wealth. The idea is that you are buying a small part of a company which entitles you to share its profits.
When it comes to forex trading, it is essential to understand the type of currency you are investing in and whether or not it is likely to become more valuable against other currencies.
Private equity allows us (as wealth managers) to make targeted decisions that we believe will provide the best return for our clients.
Hedge funds are a type of investment that can have high rewards but also potentially higher risk.
Commodities and derivatives are a type of investment that provides exposure to various asset classes, including stocks, bonds, currency, natural resources, and more.
We have been helping people by offering personalized financial management solutions tailored to each client's needs because no two relationships have identical outcomes. To this end, we offer complete wealth planning services, including asset allocation services, estate planning services, retirement income strategies, financial management analytics, lifetime income streams, wealth transfer strategies, and wealth protection services.
An advisory account is designed for those who want guidance and support on financial management decisions.
We actively manage your investments to maximize returns while minimizing risk.
Manage your investments without getting into the day-to-day running of your accounts.