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business advisory services
Financial Advisory
In addition to wealth management, we provide financial advisory services to our members. Services include estate planning, administration, stock and bond portfolio management, pension plans, employer and association group benefits, succession planning, buy and sell agreements, real estate management, will setup, trust setup , loan arrangements and business administration, taxes, legal concerns, insurance, property management and non-financial asset management. We also help our clients access financial resources available to them from government, employment and business income sources that they may not know of.
Members
Wealth management for our community members.
Our members invest with us in a pool of funds. We send correspondence to them on how their investments are doing on a quarterly basis. Enrolment opens March, June, September and December of each year. There is a 2% management fee with assets under management.
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Mensah Wealth Management
Services
Tax filing
Business finance management
Business finance management
Business finance management
Business finance management
Business finance management
Personal finance management
Business finance management
Personal finance management
Grant applications
Regulatory requirements
Personal finance management
Regulatory requirements
Regulatory requirements
Regulatory requirements
Forcasting
Regulatory requirements
Regulatory requirements
Accounting
Accounting
Accounting
Analysis
Accounting
Accounting
Reporting
Accounting
Reporting
Assets in our investment portfolio
Real estate
Digital platforms
stock portfolios
stock portfolios
Tasttlig investment Portfolio
Tasttlig Passport App
$10 M valuation. 10% available for $1 M
Tasttlig Enterprise App
$2.5 M valuation. 10% for sale for $500K
Kodidi Enterprise App
Kodidi Enterprise App
$1 M valuation. 25% for $250K