PEARL WEALTH MANAGEMENT
We provide premium investment and financial management service in a holistic way for high-net-worth clients and business owners.
We provide premium investment and financial management service in a holistic way for high-net-worth clients and business owners.
To act for the benefit of clients
To act with independence and objectivity
To act with skill, competence, and diligence
Jessie has years of experience in roles as financial advisor, financial analyst, and risk analyst. We team up with experienced CPA and attorneys to offer a comprehensive solution to bolster and preserve your financial health.
We focus on fee-based model instead of commission-based model to ensure independence and objectivity. Our fee structure is transparent and has no hidden agenda. Learn More
We maintain professionalism and uphold duties to clients in order to help them find financial freedom.
Goal-oriented mindset and strategic planning are the keys to the long-term investing.