Your growing financial well-being comes at a cost – the burden of increasing responsibilities, inner peace imbalance, the need to continuously deepen financial literacy skills, and manage fluctuating market conditions.
Imagine a life where you have all the necessary tools to optimally and effectively manage your family’s finances. Enjoy life by building businesses, vacations, traveling – knowing that your investments are thriving independently, securing the future not only for you but also for your family.
Active wealth management services include
Investment portfolio audit
Selection and comparison of investment products and projects
Portfolio management and consulting
Tax and investment forms and structures
Succession planning
Alternative investments abroad
Bank accounts in foreign countries and their management
Project management and structuring
Representation of the client before third parties
My professional experience in finance and investment management is not limited to banking only, but is closely connected to deeper professional competencies acquired through working with representatives of various businesses and investors in Lithuania. I am regarded as an architect of future financial success, and clients often refer to me as a visionary of financial well-being.
I am constantly encouraged to find solutions to the most challenging life situations. I believe that the identity of every financially successful person depends on the continuity of success, and that every business success story is rooted in a sensitive personal life.
Simona Mazeliauskienė
