GFM At Your Service

GFM is a wealth management and investment advisory firm licensed and registered in the US, Hong Kong, and managed by its founder under the FINMA authorization of Dennison Wealth in Switzerland. We aim to apply our experience to providing you managed accounts, financial planning, and investment advice that is both world class and personal.

Our specialty is helping working professionals with savings, retirement plans, and other investments in multiple countries, and work with stock, bond, and fund markets in over a dozen countries. We are especially experienced with serving cross-border clients and retirement plans 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 with basic trust, tax and estate planning
  3. US retirement plans including IRA and 401(k) plans
  4. US 529 college savings plans and HSA health savings accounts
  5. Hong Kong ORSO retirement plans

GFM is founded and run by Tariq Dennison CFPCM,an IFPHK CERTIFIED FINANCIAL PLANNERCM professional, and Anand Batepati. In Switzerland, we are also pleased to have senior advisor Jeremy Wolf on our team.

Read more in our FAQΒ on how toΒ open an account or contact usΒ with questions.

GFM’s advantages and differences include that we:

  1. Operate on fee-only basis
  2. Have more than 25 years’ international and cross-border experience
  3. Provide straight answers to financial questions in plain English, and
  4. 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).