Helping You Build and Protect Your Investment Wealth
Colin MacAskill and his team of investment professionals are dedicated to helping high net-worth families develop financial solutions tailored to their unique circumstances. We seek to build long-term wealth by matching a clients risk profile with the appropriate asset allocation. We integrate the investment portfolio into a comprehensive wealth management plan, drawing upon our extended network of professionals to ensure all your financial needs are met.
Colin and his team members Julie MacCarthy, Jodie Henzel, Jaime Wong and Jan Iezzi collectively manage over $600 million for approximately 430 client families. Our focus is on conservative investment management and ensuring that all of our clients financial planning and tax and estate planning needs are satisfied. As a client of MacAskill Wealth Management, you will receive timely service and professional advice from the various experts who form our team. Team members focus on different areas of client service according to their background and area of expertise. You get the expert assistance when and where you need it.