What we do | The Knudson Wealth Group

Goal-based investing paired with hands-on wealth management

At The Knudson Wealth Group, we are proud to offer one of the most comprehensive wealth services in the industry. We have extensive experience working with high-net-worth individuals and charitable foundations, which is how we know the value of having proactive measures in place to navigate market volatility.

Private Investment Management (PIM)

There are many demands on your time, but managing your investments shouldn’t be one of them. With our premium PIM service, you won’t have to worry about the day-to-day decisions and administration – we’ll do the heavy lifting for you.

Meticulous in-house research

We don’t use mutual funds for investments. You’ll receive a truly customized portfolio based on the latest financial modelling technology and the research of RBC’s highly skilled technical experts.

Strategic risk management

With our agile approach and well-equipped team of investment experts, we are able to consistently rebalance, readjust, and reposition your portfolio when necessary.

After our meeting on the financial and estate plan that Daryl’s staff put together for us, we were so thankful to have him and his team working for us. I never thought when we started out with Daryl all those years ago that my partner and I would be sitting here enjoying such a comfortable lifestyle today. This is all due to Daryl’s guidance, support, and interest in our well-being. Not only has Daryl taken care of our needs for the rest of our lives, he has afforded us the ability to help our family and others. For that, we are eternally grateful.

– James Barron

Comprehensive wealth management

Your financial needs may be complex, but your wealth planning can be simple. We coordinate all of your financial affairs on your behalf – far beyond your investments alone – to ensure that every element of your financial life is covered.

Planning

We begin by developing a financial plan, which helps our team identify any gaps or potential opportunities that we can capitalize on for you.

Building

With your financial plan as our base, we develop a comprehensive roadmap that takes all of your needs into consideration to help you achieve your goals.

Let us steer you to your definition of success

With our accomplished team on board, it’s smooth sailing ahead