GVI Wealth Management Services was established to assist our clients in achieving/maximizing their personal and business financial goals and objectives. As a result of our strategic partnerships and alliances with the major financial institutions, our Relationship Managers can assist our clients with comprehensive financial investment services specifically designed to meet their individual needs. A tailor made financial and investment strategy will help clients realize their short and long-term needs, thus enabling them to determine how their wealth will benefit significant others and designated causes during their lifetime and beyond.
OUR SERVICES
We are specifically structured to offer the following range of products and services:
- Retirement Accounts
- Investment Management
- Trust & Estate Planning
- Pension Administration
- Mutual Funds
- Insurance Brokerage
- Private Banking
- College Investment Plans
- Financial Planning
Our Relationship Managers can access properly licensed and audited professional Trustees who have the depth, knowledge and experience to provide sound financial investment advice. Programs are uniquely designed for asset protection within the parameters of Bahamian Law.
Contact us today for a free consultation.
