Helping thriving business owners, corporate executives, and affluent families manage and conserve their wealth today and for generations to come. 

Building strong client relationships is the foundation of my approach, and I have more than 15 years of combined experience helping people of means pursue their financial and wealth management goals. I am committed to earning your trust by offering candid financial advice and pro-active investment guidance. 

Many clients that I work with have begun, or are preparing for, a new stage of life – retirement. They come to me seeking strategies designed with the goal to preserve their wealth and help provide an income stream that will enable them to realize lifelong goals and dreams. I am pleased that several relationships I have established span two or three generations of the same family. 

I realize that no two clients are alike, even though they may share similar concerns. That is exactly why I take the time to learn who you are, what's important to you and what you want to accomplish with your wealth – for yourself and future generations. 

Again, building trust is important and I appreciate your desire to work with me. 

I look forward to collaborating with you in the coming months and years to help you pursue your financial goals. 

Planning for you and yours,

John Lian