Investment with tax-smart approach and financial transparency
At Formosa Group, you get an opportunity to work with experienced financial advisors, who can help you take advantage of tax-smart approach in investment. In addition to providing strategic perspective, they also can offer an ongoing planning for your full financial picture.
Simplify the complexity
With wealth comes a headache of weighing a variety of numerous investment plans. At Formosa Group, we offer smart investment insights and comprehensive financial plans to simplify your decision-making process and help you align your investments with your goals. We guide you through it, discuss, and put it into action when you’re ready. Our clear and time-tested investment philosophy is a key element to preserving and growing your assets.
Holistic financial services
Financial matters can’t be solved one piece at a time. It calls for synchronized wealth-management of all of the elements. Make real progress on your financial and life goals with Formosa Group holistic approach to financial services. Create tailored plans based on your financial goals, tax-aware investing approach, and unbiased investment solutions.
Achieving your goals
We help clients achieve their dreams implementing a goal-based strategy that aligns a client’s goals and financial situation. Our financial advisors are committed to making the most of our clients’ money and avoid tricky financial traps.
We provide investment advice, but we don’t manage our clients’ money. Our financial advisors can instill clarity into every investment decision by helping them realize the challenge of evaluating their own financial situation, and providing access to an open investment and financial product platform.
Smart investing approach
Our professional advisors help our clients develop a comprehensive plan to help them grow and protect their wealth, uncover unknown opportunities and find new ways to avoid losses.
Formosa Group provides support in a number of ways. Giving advice is our core business. We provide to you unbiased investment solutions and financial guidance at every step, without selling products or taking possession of your money.
We help you gain practice
Broaden your financial service experience as Formosa Group advisor. Our methods are designed to boost productivity, job performance, and overall business return.
65% of advisors believe that implementation of financial services led to positive impact on client’s overall satisfaction.
To provide our clients with qualified help, we are always improving, growing and expanding our financial knowledge.
Years of experience
A dedicated team, focused on delivering what matters most, with four years of experience.
What our clients have to say
"Formosa Group is the perfect example of a firm that isn’t just in the investment industry, but in the financial advisory business, which means, it involves your whole financial life. It’s all about balancing your priorities and realities. "
"Engagement with a client’s wealth management, whether it’s a $2 million asset or a $500,000 asset, is a deeply personal matter. I thank my advisor for not only guiding my financial planning for present and future, but also for the personal attention and dedication. "