GFM – World Class Wealth Management

GFM is a wealth management firm licensed and registered in the US and Hong Kong.

Our specialty is helping working professionals save and invest regularly in the world’s best stocks, bonds, and funds to accumulate an investment portfolio that will provide income for retirement and beyond. We are especially experienced with serving cross-border clients who have worked in more than one country, or wish to diversify globally, in a US tax friendly manner.

Services offered include:

  1. Managed investment accounts in the US and Hong Kong, from accumulation to income generation
  2. Financial planning, from the simple to the multi-national
  3. Basic trust advisory and estate planning
  4. US retirement plans including IRA and 401(k) plans
  5. US 529 college savings plans and HSA health savings accounts
  6. Hong Kong ORSO retirement plans

GFM is founded and run by Tariq Dennison CFPCM,an IFPHK CERTIFIED FINANCIAL PLANNERCM professional, and Anand Batepati.

Read more in our FAQ on how to open an account or contact us with questions.

GFM’s advantages and differences include:

  1. We are fee-only.
  2. We have more international and cross-border experience than most advisors.
  3. We provide straight answers to financial questions in plan English, and
  4. Most importantly, we help make sure financial plans get done

You can contact us through the form below or subscribe to our e-mail newsletter (sent roughly once or twice a month).