Many of our uniquely successful clients lead busy lives and don't always have the time or understanding to research, develop and regularly review their financial strategies. In addition to serving generations of families, the diverse clients we serve include technology and financial service professionals, business owners, and real estate investors. A growing number of these high-net-worth individuals are from the Asian community.Fluent in both English and Mandarin Chinese, we believe our clients turn to us to help optimize the potential of their wealth and simplify what may be complex. While unique in their paths to our door, our clients can all benefit from our customized wealth management strategies and streamlined explanations of our recommendations.The single most important determinant of your experience with us is the quality of the relationship we develop with you. We give you the professional focus you might expect from a boutique organization, backed by the intellectual capital and vast competencies of a wealth management institution with a global footprint.From investment and retirement planning to 401(k) and defined benefit plans, to residential, commercial, and securities-based lending through Bank of America, N.A., to tax-minimization, charitable planning, and trust and estate planning strategies, the depth and breadth of our knowledge is reflected in the multi-pronged approach we take and the results we help deliver.When you work with The XK Group, you are getting a cohesive team supported by decades of experience in the financial services industry. We are focused on earning and maintaining your trust by fulfilling your needs and expectations. We have found that frequent communication, honesty, and transparency can lead to success. Our goal is to be accountable to you and we are committed to maintaining an open and honest dialogue with you now and in the future.