The Next 10 Years of Financial Success will be Nothing Like the Last 30 Years. Are You Prepared?

Recently published Wealth Management Reports (See Below) provide the Top 5 Primary Concerns of High- Net-Worth-Individuals (HNWIs) to be:

• Wealth Preservation
• Tax Optimization
• Privacy & Security
• Market Uncertainty
• Success Planning

Oasis/A.I. Financial Asset Analytics & Design is a collaboration of the latest advancement in artificial intelligence technology and 25+ years of active financial portfolio management experience to address these often overlooked or unrealized financial hazards of HNW Families & Small Business Entrepreneurs.  

Accumulating a significant portfolio of assets takes hard work and focus, managing them takes help.  But not all help is the same.  

Far too often Accredited Investors are mistakenly promised each of these concerns will be met.  We only have to ask, when was the last time you met together with your CPA, JD and Asset Manager to discuss your specific strategies?  Chances are the answer is - NEVER!

We understand the complexity and energy required to design, coordinate and maintain control of private holdings as well as your responsibilities to family members. 

Welcome to the Future of Personal Asset Analytics & Design

Our A.I. based Analytic Programs are instrumental in all of our products and services.  Whether it's assuring your private data content remains secure and easily accessible during or after a life emergency or in providing A.I. driven diagnostic analysis of your financial asset holdings.

We are not "wealth managers" or "investment advisors" who compete for your assets under management.  We bring an entirely different approach to assisting you in designing a coherent financial asset strategy to compliment your active lifestyle and legacy plans.  

Call me, Tom Robertson, at 1-888-321-0775 to arrange a brief, no obligation, introductory meeting.  And remember, when experience meets A.I. Analytics, smarter decisions await!   

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Source Studies: 

Knight Frank Wealth Report 2024, Capgemini World Health Report 2023, EY Global Wealth Management Report 2023, RBC & JP Morgan Prime Bank Wealth Planning Outlook 2024.