What makes GSME different from other wealth managers?

GSME Wealth Management is a New York–based Registered Investment Advisor (RIA) dedicated to serving clients with integrity, clarity, and purpose. As a fiduciary firm, GSME is regulated under the Investment Advisers Act of 1940 and adheres to all applicable U.S. laws and regulations governing investment advisory firms. This means we are legally and ethically obligated to always act in your best interest, with full transparency and accountability.

What truly sets GSME apart is our founder’s over 20 years of global financial leadership across the United States, China, Hong Kong SAR, the United Kingdom, and the European Union. With senior experience in global banking, investment management, and capital markets, he brings a rare, real-world understanding of the financial systems and cross-border challenges that affect global families and high-net-worth individuals.

We specialize in working with immigrant families, international professionals, and global entrepreneurswho need strategic, culturally attuned, and tax-efficient financial solutions across borders. Our team understands the legal, regulatory, and planning complexities of international wealth—and we help you navigate them with clarity and confidence.

Unlike large institutions, GSME is a boutique, independent, fee-only firm, which means:

• No product sales. No commissions. No hidden agendas.

• Every plan is crafted specifically for your goals, values, and long-term success.

• We provide access to proprietary investment models designed to support long-term planning objectives, customized portfolio strategies, and disciplined risk management.

• We offer both discretionary asset management and consultative planning engagements, tailored to your needs.

Whether you’re preparing for the US Immigration, U.S. education funding, international relocation, business development and succession, retirement, or charitable giving,  GSME delivers holistic, values-driven strategies that evolve with your life.

Trust, transparency, and consistent results are the core of our approach—and why GSME is more than just a wealth manager. We are your long-term partner in building a global legacy.