
23.09.2010 19:06:32 (GMT) (WiredPRNews.com -
Business, Money & Finance, Press Releases)
USA, September 23 (WiredPRNews.com) — The SAT Group welcomes
the addition of “SAT Credit & Wealth Management, LP.”, a
company designed to provide expert financial planning and
investment management to discerning Clients who value first
class service and advice, and a long term working
relationship.
SAT Credit & Wealth Management, LP. offers a one to one
service, allocating a Personal Advisor to each Client who
will listen, understand client needs, and produce a tailored
solution. SAT Group deliver a services Clients need in
today’s economic climate.
SAT “Wealth Management” service has four main objectives:
Protect the Client’s existing wealth. The Client’s existing
wealth portfolio should be protected, which provides a solid
foundation for building future wealth.
Produce a Financial Plan. SAT Advisors work with each Client
to produce short term and long term plans to meet the
Client’s overall financial objectives.
Growing the Client’s assets. SAT have a number of vehicles
to grow Client’s overall wealth, and these solutions are
tailored to each Client’s needs.
Tax efficiency. SAT help the Client to ensure that the
growth plans do not adversely affect their tax situation.
“We look forward to welcoming new Clients to SAT Credit &
Wealth Management, LP., and forging long term relationships
to meet their needs, priorities and objectives” head of SAT
Credit & Wealth Management said. (end)
© SAT Information and Media Department 2010. |