Helping you make the best financial decisions – for your success

 

Leaning on decades of financial experience, as well as some of the industry’s most esteemed designations, we apply our world-class expertise to help you make the best possible financial decisions. With access to complimentary wealth management services, you can start preserving your lifestyle, planning for your retirement, educating your children, and creating a lasting legacy.

Building your family wealth

 

Your needs are vast and varied, which is why we do so much more than placing your money in an investment and sending you statements. We collaborate with specialists to advise you and your loved ones on every aspect of your financial life, starting with an all-encompassing financial plan.

Investment management

Financial planning including business succession

Tax planning

Will & estate planning including trust services

Retirement planning

Insurance services

Premier and Private banking

Charitable planning services

Online reporting

For business owners, corporations, municipalities, and not-for-profit organizations

 

Your financial affairs are complex. Whether your wealth is tied up in one major asset – your business – or you have clearly defined goals and investment parameters for your organization, we offer fully integrated wealth planning, customized reporting, and the full breadth of capital preservation and growth solutions.

Investment management for preservation and growth

Investment Policy Statement aligned to your goals and parameters

Customizable and consolidated reporting

Presentations to boards and committees

Online services for monitoring

 

Approximately 2 years ago we joined Terry Cheaney’s Madison Group. During this time we have been impressed by the service of his staff, the time spent with us on account reviews and our account’s performance. Terry has given us great personalized service along with support and advice when we were unsure of how to manage our needs and fund management.

— Retired business owners

After an exhaustive search for competent financial investment guidance and direction we were fortunate enough to find this fine team. Our experience has been nothing short of transformative, Terry and his able team have positioned us for both now and the future.

– Large not-for-profit organization