Our Approach:
Every client is different, with a different set of needs, goals, and plans. Our approach is built on our understanding that our service must be unique for each client, to ensure it's a perfect fit. Our service may encompass one or more elements of wealth management and is designed to meet the clients needs.
| Investment Management | Financial Planning | Tailored Solutions |
| Investment Management is one of the key elements of wealth management. Investments can preserve capital, and grow assets, or generate consistent income. It can be a challenge to navigate the world of investments alone, but our team provides value driven guidance and can create a portfolio that fits your needs. | A financial roadmap is an invaluable asset, and one of the most common elements of wealth management. Regardless of what lies in your future, our team can create a plan that will guide you and your family to long term success. | For your extended network of needs, we can meet with our network of specialists or facilitate a meeting between you and them. If you have needs relating to estate planning, insurance, charitable giving, retirement planning, tax planning, or more, we can find the right resource for you. |
Family Enterprises:
Family enterprises are very complex and require extremely personalized service, but our team is uniquely qualified to deal with the challenge they present. The area of intersectionality between the roles of owner, employer, and family member can be difficult to navigate, but it becomes easier with a qualified guide.
Brendan is a registered Family Enterprise Advisor and can help clients manage the complex world of family enterprises.
Our approaches aim to have the following:
Depth: Regardless of the service requested or the approach required, our team will consult with you to understand your deeper personal and financial goals. A deeper understanding of the client is essential to all our services and is a key aspect of our business.
Breadth: Our team will collaborate with the client to gain a full understanding of all their needs, to ensure we are educated and prepared to handle the full range of the client’s financial needs. Most people have a wide array of financial needs, which require management from our full-service investment firm, and our various partners.
Tenure: Our services are made for long term clients, and therefore we have clients that have been with us for over two decades. Over years, our team becomes more connected to and aware of the client’s perspective, which creates a stress-free experience for the client. Therefore, we are dedicated to fostering bonds with clients that will last for decades.
