Suqutra Investments
Wealth Management servicesSuqutra Investments is an independent financial services and wealth management firm.
Our holistic approach to planning and investment services offers the complete resources of a
large firm with open architecture and an abundance of investment options, while maintaining
the individual attention you deserve.
Our Services
Holistic Wealth Planning
Business Owner Strategies
Institutional Services
Portfolio Management
Retirement Planning
Legacy & Estate Planning
Who We Help
Prosperous Families
Close families with significant wealth in need of mulitgenerational planning
Business Owners
Whether it's business succession planning or something more, we can help
Busy Professionals
Innovative strategies to support professionals and their financial objectives
Institutional Servicea
Plans that obey the investment policy and further the institution's goal
Let Us Help With Your Wealth Planning Needs
Your Unique Path
Our Philosophy
At Suqutra, we understand no two clients are the same, so we make sure we get to know you, your circumstances and your goals before we make a recommendation to you. We strive to provide personalized financial guidance to help you reach your specific goals.
We operate with the following values at all times; honesty, excellence, modernization and teamwork so we can provide you with unbiased, educated advice while maintaining long-term relationships built on trust and performance.
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We meet with you virtually. Set an appointment with us today.
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Suqutra Story
Get to know us a little better and how we work on your behalf