Protecting and growing your wealth in varied market conditions


Cafferky Private Wealth was founded in 2008, so approaching your investments with cautious optimism is in our DNA. Through our unique “core and explore” approach, we build your portfolio for steady growth, while emphasizing capital preservation and downside protection.


Not losing money – that’s our key focus when we invest yours. That’s why the majority, or core, of your portfolio consists of stable investments in proven companies that pay dividends. That’s our defensive edge.


We are deeply ingrained in market trends. We explore innovative high-growth equities and evaluate their potential. We invest a minority of your portfolio in those we deem to be the most promising.

Live the life you want

We have the expertise to enable you to live your desired lifestyle, now and into the future.

Let us show you