About Us

Client Centered

Portico Financial Group is a comprehensive legal and financial consulting firm that offers multiple financial and legal related products including mortgage, asset management, trust and estate planning. Headquartered in Manhattan, where the Chinese are concentrated, and working out of our other offices in New York, New Jersey, and California, we have proudly served more than 4000 high net worth clients for more than 30 years. With Chinese-speaking consultants, lawyers, loan professionals and investment professionals, we have an extensive experience working in Chinese communities and seek a high reputation within the United States.

We provide professional economic and legal insights, practice-based experience and a competitive set of investment opportunities to empower our clients to reach their financial goals. We help individual investors, their families, and their companies make the best decisions under the dynamic evolving economic, legal and tax environment. We provide our clients with one-to-one service, customized feedback and tailored investment strategies that strive to achieve financial freedom with mutual assistance, benefit and development. We serve our customers with friendly, dedicated, and personal service in the Chinese community.

About Osaic Wealth, Inc.

Osaic Wealth, Inc. (Advisor Group, Inc is now Osaic) is the nation’s largest network of independent wealth management firms, serving approximately 11,300 financial professionals and overseeing over $450 billion in client assets. The firm is mission-driven to support the strategic role that financial professionals can play in the lives of their clients. Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc., Triad Advisors, LLC, Osaic Institutions, Inc., and Woodbury Financial Services, Inc., broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Securities America, Inc., American Portfolios Financial Services, Inc., and Ladenburg Thalmann & Co., broker-dealers and member of FINRA and SIPC. Advisory services are offered through Arbor Point Advisors, LLC, American Portfolios Advisors, Inc., Ladenburg Thalmann Asset Management, Inc., Securities America Advisors, Inc., and Triad Hybrid Solutions, LLC, registered investment advisers. Advisory programs offered by Osaic Wealth, Inc., Securities America Advisors, Inc., Triad Advisors, LLC., and Woodbury Financial Services, Inc., are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser. Osaic Wealth, Inc. is a holding company. Osaic Wealth, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc.. Cultivating a spirit of entrepreneurship and independence, Osaic Wealth, Inc. champions the enduring value of financial professionals and is committed to being in their corner every step of the way. For more information visit https://osaic.com.

Portico Financial Group是一家拥有30多年历史的前沿法律及金融为一体的综合性公司,提供法律和金融有关服务,其中以贷款,资产管理,信托和遗产规划服务为主。总部位于华人集中的曼哈顿,在纽约、新泽西和加州华人集中的地方分别设有办事处。该公司拥有跨界中英文双方律师、贷款专业及股票投资专业人士,服务华人社区三十余年、为超过4000名高资产客户量身定做,经验丰富,口碑良好。

该公司为客户提供开创性、突破性的经济法律见解,基于实践的商业经验和一系列有竞争力的投资机会,帮助客户实现其财务目标。通过一对一的专业服务,量身定制的投资方案和客户反馈,公司已为个人投资者、家族企业和国内外公司解决他们的经济法律难题,帮助他们在不断变化的经济、税务、法律的美国环境中,更好地实现财务自由,突破发展,互助互利,共同发展。公司秉承友好,专注和个性化的宗旨,为华人社区不遗余力地提供全方位服务。

Disclaimer: Law office of Chris Chin & Associates is not affiliated with the name representative, broker-dealer, state-or SEC-registered investment advisory firm, Osaic Wealth, Inc.. 

Portico Financial Group (including mortgage, insurance, real estate, capital) is not affiliated with the name representative, broker-dealer, state-or SEC-registered investment advisory firm, Osaic Wealth, Inc..