Core Values
At Perceptive Wealth Advisors, we have five core values that guide our lives—both personally and professionally.
These are the cornerstones of our business model, and we strive to integrate them into everything we do.
Service
Diligence
Humility
Continuous Learning
Live With Purpose
Who We Serve
Do you relate to one or more of the following?
- You are in your mid-30s to late-40s
- Single or married with families
- Household income >= $150,000
- Well educated (Most of our clients have graduate degrees.)
- Moved to the U.S. for higher education &/or career growth
- Your values:
- You are intentional about spending quality time with family.
- You are keen on your children’s well-rounded development.
- You have open and honest communication with family.
- You believe that financial decision-making is not the head of household’s opinion but a collaborative process among spouses/partners.
- Outside of your work, you have some hobbies or passions that you like to pursue with intent—it helps you live a balanced and happy life rather than being materialistic and anxious about your finances.
First-Generation Immigrants
You embarked on a journey to the U.S seeking opportunities for higher education or better opportunities and have since achieved success in your chosen career. Now, allow us to be your trusted guide as you navigate the complex financial landscape of this country, and leverage its many opportunities to build an even brighter future for yourself. At Perceptive Wealth Advisors, we understand the unique challenges that come with managing finances in a new country, and we are dedicated to providing comprehensive support and guidance every step of the way.
Mid-Career Professionals
What We Do
Comprehensive Financial Planning
Our proactive planning process involves financial organization and optimization. We analyze your current financial strengths and weaknesses, clarify your long-term goals, and develop actionable recommendations to guide you toward success. And because life is unpredictable, our comprehensive services also include ongoing guidance and support so you can feel confident that your personalized plan will be ready for whatever comes your way.
Investment Management
Partner with a CFA® charterholder to align your portfolio strategy with your unique long-term goals and individual circumstances. We approach our work with diligence and care, and work closely with each client to develop personalized investment strategies. With Perceptive Wealth Advisors, you’ll be equipped with the tools and knowledge necessary to grow your wealth for generations to come.
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