GFM – Long Run 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 for long-term goals by owning the world’s best stocks, bonds, and funds. We are especially experienced with serving cross-border clients and retirement plans in a US tax friendly manner.
Services offered include:
- Managed investment accounts in the US and Hong Kong, from accumulation to income generation
- Financial planning with basic trust, tax and estate planning
- US retirement plans including IRA and 401(k) plans
- US 529 college savings plans and HSA health savings accounts
- Hong Kong ORSO retirement plans
GFM’s advantages and differences include that we:
- Operate on fee-only basis
- Have more than 20 years’ international and cross-border experience
- Provide straight answers to financial questions in plain English, and
- Most importantly, focus on making 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).