Our Qualifications

Amrish N. Patel, Managing Partner, Financial Advisor, Global Wealth Strategies (GWS).

Amrish is an educator who passionately believes in comprehensive approach to the wealth management by managing both sides of the balance sheet, Assets and Liabilities. The individual as well as business wealth management needs and goals are assessed to develop the customized strategy to help meet the immediate and long-term priorities.

The end objective of our practice is to be accessible and resourceful to our clients to see and manage all aspects of wealth optimally and efficiently with one satisfied relationship.