At Divine Asset Management, we are passionate about empowering entrepreneurs like you to unlock the full potential of your financial future and build your Empire.

Our dedicated team understands the unique challenges and aspirations that come with running a business, and we are here to provide you with a tailored approach to investment management and financial planning that puts you first.

We begin by conducting a comprehensive assessment of your financial situation, taking the time to understand your entrepreneurial journey and the goals you have set for yourself and your business. This deep understanding forms the foundation of your personalized investment strategy, which goes beyond your portfolio to encompass the important factors that influence your success.

We recognize that as an entrepreneur, your financial well-being is intertwined with your business. We consider your business goals, personal aspirations, and the dynamics of your industry. By taking this holistic view, we can develop an investment strategy that not only aligns with your financial objectives but also supports your long-term vision for growth and prosperity.

With our tailored approach, your investment portfolio will be carefully crafted to reflect your unique needs, risk tolerance, and time horizon. We understand that as an entrepreneur, your financial circumstances may evolve rapidly, and we are committed to proactively monitoring and adjusting your investments to adapt to changing market conditions and seize opportunities.

But our commitment to your success extends far beyond managing your portfolio. We are here to be your trusted advisors, providing guidance and support at every stage of your entrepreneurial journey. Whether you need assistance with business expansion, funding strategies, or succession planning, we offer a wealth of knowledge and resources to help you make informed financial decisions.

At Divine, we believe in building a strong partnership with you based on trust, collaboration, and shared goals. We are passionate about seeing entrepreneurs thrive, and we are dedicated to providing the warm and personalized experience you deserve. Count on us to be your reliable allies, offering guidance, expertise, and a listening ear as we navigate the intricacies of your financial landscape together.

Let us embark on this transformative journey together, as we unleash the full potential of your entrepreneurial Empire. Experience the difference of our tailored approach to investment management and financial planning, designed specifically for entrepreneurs like you. Your success is our ultimate reward, and we are here to support you every step of the way.

Wealth Management FAQs

How do I know if I need a wealth advisor?

A decision to work with a financial advisor depends on your unique circumstances, financial goals, and the level of expertise and support you desire. It can be beneficial to consult with us for an initial assessment and explore how Divine’s services align with your financial journey.

What are Divine’s fees?

We charge our clients a percentage fee based on the assets we are managing for them. The fee typically ranges from .5 to 1.75% annually of assets under management.

Where do I meet with the advisor?

All of our appointments are virtual, but we are happy to meet with clients in NYC.

How do I come prepared for the first meeting?

On our initial call we will provide you with a questionnaire and checklist