Wealth Division

Private Wealth Management
‍
Your Interests Come First. Fiduciary Standards.

At its core, wealth management is about more than just managing finances—it's about helping individuals, families, and business owners achieve long-term financial security and peace of mind. Guided by our unwavering commitment to integrity and education, we take a personalized approach that aligns with your unique goals and values.

Empowering through Awareness and Education

We believe knowledge is the foundation of confidence. By breaking down complex financial concepts into clear, actionable strategies, we empower our clients to make informed decisions. Our goal is to help you build and protect your wealth while navigating life’s challenges with clarity and control.

Your Trusted Partner in Financial Growth We approach wealth management with care, discipline, and a sincere commitment to your success. Together, we’ll chart a path that not only protects your assets but also helps you achieve financial balance and peace of mind—every step of the way

Tailored Solutions for Lasting Success Every client’s financial journey is different, and so are their needs. Through intentional listening and a client-centered focus, we craft strategies that reflect your priorities and aspirations. Whether it’s securing a stable future for your family or expanding your business, we are here to support your vision.

A Long-Term Commitment We don’t just focus on immediate solutions; we look at the big picture. Our dedication to fostering lifelong relationships means we are here for you every step of the way, offering consistent guidance as your needs evolve over time..

Goals-Based Financial Planning

Your goals are the foundation for customized portfolios comprising passive and active solutions, with access to public and private markets.
‍
Lifetime Capital Needs: Seeks to ensure financial independence. Maintain your lifestyle, family expenses, and liquidity reserve.
‍Wealth Surplus: Designed for lifestyle enhancement, discretionary spending, wealth transfer, community and philanthropy.
‍Your Next Venture: Focused on unique investments, exponential and disruptive technologies, and business growth.

Customized Investment Portfolios

Strategies for growth, risk management, and market volatility.

Public Markets
‍
Tax-efficient strategies
‍
Passive & active investment solutions
‍
Curated asset mix
‍
Diversified holdings to reduce expected risk
‍
Lower costs

Private Markets
‍
Institutional-quality opportunities
‍
Managed & direct investment solutions
‍
Illiquidity premium capturing
‍
Attractive yield opportunities
‍
Risk mitigators

At Ai Merchantry we follow Fiduciary Standards for your protection.
‍
Embrace the legal fiduciary obligation to place Clients’ interests first
‍
Deliver comprehensive financial planning
‍
Be transparent on client costs, fees, and terms
‍
Provide transparency on portfolios and investments
‍
Remain independent from any bank, broker dealer, insurance provider, or custodian
‍
Measure client performance returns using independent third parties
‍
Do not create products to sell or price any public securities
‍
Do not physically hold or possess any client assets, securities, or money of a div block.

Access to Diverse Private Investments

Private Markets
‍
Tax-Efficient Investments
‍
Real Estate
‍
Qualified Opportunity Zones
‍
Private Capital
‍
Private Equity Secondaries
‍
Curated Fund Vehicles