I started Financial Dots based on my own experience of seeking Wealth. Everyone wanted to manage my money or push forth investments but didn’t seem to have the capabilities or desire to go beyond investments and help me tackle bespoke and complex situations. Wealth is typically defined through economic terms as your Net Worth. I believe the true definition of Wealth is achieving a life of fulfilment. In order to achieve this Wealth, you need to create a life canvas, execute it, and nurture it throughout your life. This is what Financial Dots was setup to do. We call this Wealth Orchestration. We are General Managers instead of Financial Advisors.

Comprehensive and unique platform to address clients’ key concerns about money, taxes, taking care of their family, asset protection, and lifestyle decisions including philanthropy, and complex problem solving.

• Your own General Manager who is in charge of orchestrating your maximum ‘Wealth’.
• We act as a central hub, coordinating with external professionals like CPAs, attorneys, financial advisors, etc.
• Cross-functional team of experts: because we source experts outside the firm, we deliver the best in class vs. generalists.  Making bad decisions can be extremely costly, both financially and emotionally.
• Proactive approach: Look for potential issues and opportunities beyond the obvious.
• Deliver Services that were only available to the Ultra Wealthy.
• Members become part of a Hub where we introduce, discuss, and implement ideas to enhance our Life Canvas.