Hi! I'm
Michael Kwan!
Senior Personal Wealth Manager
7 years of experience with VA
2x MDRT Qualifier
Million Dollar Club Platinum
HNW Prestige
Hello, I'm Michael Kwan, a seasoned Senior Personal Wealth Manager with a rich background in crafting bespoke financial solutions. With over 7 years in the industry, I've successfully guided my clients through dynamic market conditions, specializing in comprehensive wealth management and estate planning services. My passion lies in preserving and growing clients' wealth, tailoring strategies to align with their unique goals. In Virtus Associates, I spearheaded innovative estate planning initiatives, ensuring seamless transitions for families. I am dedicated to fostering long-term relationships, empowering clients through financial education, and navigating intricate financial landscapes. Onwards to secure your financial legacy and achieve your wealth aspirations together.
What I’m passionate about
As a Senior Personal Wealth Manager, I am deeply passionate about preserving and enhancing my clients' wealth through innovative, customized strategies. With a commitment to holistic financial planning, I specialize in crafting personalized solutions that align with clients' diverse goals. My dedication extends to educating and empowering clients, building lasting advisory relationships, and navigating complex financial landscapes. Witnessing clients achieve their financial aspirations is my ultimate reward. Let's collaborate to secure and maximize your wealth while planning for a prosperous legacy.
Estate Planning
Retirement Planning
Tax Optimization
Investment
Advisory
Risk Management
Legacy Building
Concierge-Level Service
HAVE A QUESTION?
I’d love to help you with your journey in financial planning
+65 9758 3636