In today’s world, we are all concerned about protecting what we have—not just our financial assets, but our property; our confidential information; and, most important of all, our loved ones. Our “Wealth” therefore includes everything that we hold near and dear to us.
To help organize your approach, it’s useful to break down specific protection concerns into three broad categories: security of confidential information, security of financial assets, and security of property.
At Global Wealth we do not hold client funds in our own name. We have appointed highly regulated and respected custodians to provide safe custody and administration services. The custodian holds clients’ securities separately and distinctly from its own assets.