Wealth Management for a New Generation
Wealth management is broken. If you're a young professional looking to plan your financial future, your only options are to get cheap, generic advice from a robot, or to pay exorbitant fees for advice that is riddled with conflicts of interest.
Lotus wants to change that by bringing the highest level of wealth management services exclusively to young professionals, offering affordable, top quality, personalized advice across all of your finances.
And in our quest to get our clients to start thinking about their futures as early as possible, we are offering our full suite of services free of charge for the first year.