The Basran Wealth Management Group
The Basran Wealth Management Group provides top-level wealth management services and investment advice to established business owners, high-net-worth individuals, institutional fiduciaries and family offices. With personalized assistance in choosing investments to meet your needs and expectations, we balance risk with opportunity while continually looking for new growth potential. With an unbiased approach along with independent thinking we enable you to make informed decisions about the management of your wealth. Jerry and his team provide a complete range of wealth management services designed to your unique specifications.
Jerry and his team provide comprehensive wealth management services and investment advice for a select group.
Our generationally focused clients include:
• Working and retired high-net-worth individuals and business owners
• Family offices
• Executives
• Medical professionals
• Not for profit and institutional organizations
• Professional athletes
Jerry works closely with clients and their financial representatives – accountants, lawyers, private bankers, business managers – bringing discipline and surety to complex financial decisions. From portfolio management to estate planning to business succession, Jerry ensures affluent individuals have a complete strategy for dealing with all aspects of their wealth. Jerry’s “big picture” mindset and independent approach gives clients the freedom to focus on what’s important in life, while maintaining control over their finances. The result is increased confidence and greater peace of mind.
Core Principles:
• Assessment of total wealth needs
• “Protection first” investment philosophy
• Independent analysis of all opportunities
• Proactive assessment of risk
• Partners in success
