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Creating a secure future for your loved ones

Your life can change at any moment. Cathay Wealth Management is here to help you, and the people you care about, prepare financially for whatever life brings your way.

Life comes with a lot of expenses — and losing a main source of income can make meeting financial obligations much more challenging. Cathay Wealth Management helps you prepare for the unexpected, with insurance options designed to help your loved ones find security after a loss.

From building and protecting assets to ensuring those you care about are financially secure, our Financial Advisors are experienced at determining the right policies for every stage of your life. With our complimentary review of your life insurance policy and family protection strategy, we can help you and your loved ones get financially ready.

Provide financial security

Get peace of mind knowing your loved ones are taken care of if the unexpected occurs.

Cover end-of-life expenses

Make a plan to pay off personal debts, medical bills and final expenses ahead of time.

Make charitable contributions

Provide financial support to the charities, causes and organizations that you value.

Prepare for retirement

Explore options to create additional savings you can draw from during retirement.

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Have a question?

Our Financial Advisors are happy to assist you with all your Wealth Management needs. Please reach out to our team for more information.