Discover Your Potential

Empowering Your Financial Future in NYC

Who We Are

Tailored Financial Guidance and Expertise

Since our inception in 2015, sqi-invest has helped numerous clients enhance their financial portfolios and achieve retirement goals through customized wealth management strategies, resulting in remarkable growth and stability. Our clients’ success stories highlight our commitment and effectiveness in navigating complex financial landscapes.

10

Years of Experience

+
Happy Customers
0+
Award Winning
%
Customer Satisfaction

Our Journey

From Foundation to Financial Leaders

Founded in 2015 in New York City, sqi-invest emerged out of a desire to provide bespoke financial consulting. Our certified financial advisors combine industry experience with a deep understanding of market trends to foster client relationships built on trust and transparency, leading to significant financial achievements and satisfaction for our clients.

Our Core Principles

Mission and Values That Guide Us

Our Mission

At sqi-invest, our mission is to empower clients through expert financial advice and personalized management strategies that create wealth and security. We are dedicated to fostering informed decision-making and cultivating lasting client relationships built on transparency and trust.

Our Values

Our core values emphasize integrity, transparency, and education. We believe in providing accessible financial knowledge and maintaining open communication, ensuring our clients feel confident and informed at every stage of their financial journey with us.

Join Us Now

Start Your Financial Journey with Our Experts Today

Contact us to explore how we can help you achieve your financial dreams.

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