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It is our job to improve your financial situation to make sure you achieve sustainable success.

At Kevian, we are driven by life, not just wealth. We plan profound changes for the next 10 years of our development.

Capital Management

Risk Prevention

Retirement Plans

We help our customers to think differently, realize their financial potential, and make confident and efficient transformations, which is essential for achieving their goals and living the full life.

Our Services Contact Us

01. Discovery

The discovery is one of the most important parts of your financial planning.
During our first free consultation, our aim is to determine what is your financial potential and what are the goals you want to achieve. We will work closely with you to get the information needed to access your current situation.

02. Planning

We will develop a strategic investment plan which is essential for our cooperation.
Our experts will make a deep analysis of your financial potential and will recommend you what you need to do to achieve your goals. Bagroff Wealth Management's implementation team will activate the strategies set out in the plan.

03. Commitment

At this phase, we will make a decision about whether our company can add significant value.
If we want to work in conjunction, together we will find a way to achieve objectives which are important to you. We are interested in your prosperity. Your interests always stand at the forefront of our minds.

04. Follow up

We will regularly meet with you to discuss which actions are to be implemented.
Our team can deal with any financial related issue, manage all the paperwork, and form your short-term progression with a long-term prospect. We apply our professional ethics and responsibility so that you can trust in our professionalism.

05. Regular Progress

We will track your progress and success through regular close communication with you.
You will be aware of any latest changes in your financial and personal situation. We will apply capital management plan to control the progress of achieving your goals and protecting your assets.

06. Reporting

We prepare monthly and annual reports for our clients, together with forecasts for the next period.
Thanks to our reports, you will always be aware of what is happening with your assets and will be able to study all the numbers in detail. Forecasts from our financial experts will show you new opportunities.