Defining the path to your financial future
Our financial advisory practice aims to provide our clients with a comprehensive Wealth Strategy platform. This cohesive platform encompasses expertise in discretionary portfolio management, financial and estate planning, retirement planning, intergenerational wealth transfer and philanthropic gifting. Our process is designed to work in partnership with clients to develop and implement an effective wealth strategy which achieves your personal goals and objectives throughout dynamic market environments and ever-changing life events.
Our discretionary investment portfolios emphasize risk management and preservation of capital that aim to provide long-term performance as well as a more stable and enjoyable investment experience for clients. We work with clients to build and preserve wealth through innovative and strategic investment management. In partnership, we determine your optimal portfolio based on how you define wealth, your values, goals, objectives, time horizon and risk tolerance. Throughout this process our team collaborates with clients’ family and other advisors; including tax, accounting and legal specialists, to ensure that a seamless plan is developed to address all of your needs.
We also offer expertise focused on transitional periods including marriage, children, divorce and death to assist clients in working through these difficult life events.
Our first step in this process is getting to know you – your goals, values, dreams, challenges, worries and future plans. We look forward to learning about you.