Helping you plan a bright future!
Working strategically and diligently on
their behalf, We help ambitious people put
their wealth to work - so that it can
satisfy their goals and passions in their lives.
Since 2013, Mansoor has created to a growing circle of well-educated and financially astute clients in New York and Connecticut. Most are successful corporate executives, physicians, business owners and generations of their families.
Examining each client’s assets and liabilities, as well as challenges that need to be addressed in the short- and long- term, Mansoor proactively serves clients with “frequent and familiar” contact - to help them prepare for key financial transitions and decisions. He is dedicated to understanding each client - and, in turn, making sure each client understands the investments they own and why.
Mansoor reminds clients that investing is a long-term pursuit in which periodic volatility should be expected. In many cases, clients come to him with concentrated positions in need of diversification and liquidity solutions. To serve their best interests, Mansoor encourages wise financial habits - from disciplined spending to consistent saving. He feels fulfilled helping clients pursue their financial and personal goals, for themselves and their families.
Focused on changing market conditions and his clients’ evolving lives - the need to save for college, purchase a second home, or to retire comfortably and without worry - Mansoor works closely and collaboratively with clients to provide timely recommendations for any decision that can affect their financial picture.
Mansoor launched Global Hill Wealth Advisors in May, 2022 to serve clients independently, with full transparency, and with greater access to a full suite of wealth management capabilities and resources. Previously, Mansoor worked with Merrill, Grand Central office as Financial Advisor. He also worked as private client advisor at JPMorgan Chase. He began his financial services career with New York Life.
Mansoor is a US citizen - native of Lahore, Pakistan, where he studied environmental science- and now enjoys discussing environment and socially responsible investing with clients. In United States, Mansoor graduated Summa Cum Laude from Monroe College, New York with a Bachelor’s degree in Business Management and a minor in Accounting. Mansoor also had flying airplane experience as student pilot. Mansoor is a resident of Monroe, Connecticut since September, 2020. Mansoor’s passions travelling and reading biographies.
We have helped create programs and portfolios to meet long-term financial goals. Have questions about investments, taxes, retirement, and/or estate planning? One of our credentialed professionals would be glad to help.
We start by clarifying our fee structure and explaining the different ways we can help. Then we analyze your goals and compare them to your current portfolio. Then we recommend an investment strategy designed to meet your risk tolerance.
Financial plans allow you to prepare for things like your child's education, your retirement, or big/unexpected life changes.
It should start with your goals and objectives, and from there we will build an investment portfolio, retirement and tax planning, as well as insurance needs.
You should meet with us to review your plans every six to eight months, or before any major life transition.
It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
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Global Hill Wealth Advisors LLC is a registered investment advisor located in the State of Connecticut. Additional information about Global Hill Wealth Advisors LLC and its Advisory Persons is available on the SEC’s website at www.adviserinfo.sec.gov by searching with the Advisor’s firm name or with CRD# 316075.
Global Hill Wealth Advisors LLC
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