Today's complex and changing economic landscape can make reaching your financial goals a challenge. At Galaxy Wealth Management, LLC, our knowledgeable and trustworthy advisors can show you the path forward, with a strategy custom- designed for you.
Our distinctive approach to financial planning and investment management combines a comprehensive, "big picture" perspective with an unwavering attention to detail. We bring visionary thinking, diligent planning, and direct accountability to every client relationship.
As a Galaxy Wealth Management client, you can expect objective, proactive guidance that is tailored to your unique situation and needs - whether you are an individual, a business owner, or a retirement plan fiduciary.
In addition, Galaxy Wealth Management, LLC also offers discretionary investment advisory services, those assets custodied at Pershing, LLC and Fidelity ( National Financial Services, LLC).
EXPERTISE AND EXPERIENCE
With more than combined 27 years of professional experience, Caiqin Li, President of Galaxy Wealth Management, LLC has guided clients through a host of economic and market environments, helping them to seize opportunity and manage risk along the way.
As an registered investment advisor, MBA with extensive formal education in finance, economics, and strategy, Caiqin Li is deeply knowledgeable about her clients' wide-ranging needs. From wealth management to corporate retirement plan oversight, she consistently delivers invaluable perspective and unbiased advice.
CLIENT-CENTERED
At Galaxy Wealth Management, LLC, we believe that a client's long-term success is directly related to the quality of their advisor. Many of today's "financial advisors" are actually what used to be called “brokers,”—or in plain English, sales people. Few are sufficiently transparent about their compensation, conflicts of interest, or even their educational backgrounds.
As an independent Registered Investment Advisor, we are legal fiduciaries, sworn to put our clients' interests first and operate with complete transparency. We charge set fees, unless the clients requested to the sales commissions' products, which eliminates the conflicts of interest that plague the industry.
The result is objective, unbiased advice that serves a single purpose: helping you to achieve your goals in the most efficient, effective, and economical manner possible.
Please Contact Us at 9548269765 if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don't have a product or service, we know a group that does.
