The Etchegary Wealth Advisory Group

Embarking on the journey to accomplish your goals

With our philosophy always in mind, at The Etchegary Wealth Advisory Group we implement a six-step process to help you accomplish your financial goals. From defining your vision to constant monitoring and adjustments, our team will ensure you’re always headed in the right direction.

1. Define your vision

An undefined vision is just a dream. Our first step as your wealth management partners is to get to know you, your family, and the vision you have for your life so that we can strategize on how to help you accomplish it.

2. Turn vision into goals

Once your vision has been defined, we set short-term, tangible goals that will help you accomplish your long-term vision by breaking up the long road to financial success into shorter, more manageable trips.

3. Determine the right path

Your specific financial vision for your life requires a specific path to help you get there. With your vision defined and your goals set in place, we analyze where you’re starting from and where you want to end up, and chart a course that guides you every step of the way.

4. Align investment strategy

Your investment strategy is the vehicle to get you from point A to point B on your road to financial success. By leveraging best-in-class expertise from a suite of global investment strategies at RBC and beyond, we help manage your fully customized investment portfolio by aligning it to your goals.

5. Integrate your finances

To ensure you have no blind spots, we take a 360-degree look at all other aspects of your financial situation. We provide you with a wealth management strategy that is well rounded, robust, and supportive of your financial goals, partnering with our extended team to ensure everything is working together toward the same objectives.

6. Review and adjust

Along the road to financial success, your vision and goals for your family may change. We respond to these changes by walking alongside you every step of the way, making adjustments to your wealth management strategy as needed.

I have been a client of The Etchegary Group for several years now and have found Marcus and his team to be an exceptionally responsive and easy-to-work-with group of professionals. Together, we have been able to establish a plan that addresses my investment goals, but more importantly, ensures that my family's financial well-being and our estate planning needs will be prudently managed in both the short term and long term. I have referred others to The Etchegary Group and they share my views on the value, clarity and creativity that Marcus and his team bring to the often-confusing world of investing. Regardless of your level of investing knowledge, the personalized level of service and attention to detail that The Etchegary Group provides is second to none.

– John C., Client
Jim stands out from the pack for his proactive, thoughtful, and individual approach. Since we started working with Jim in 2020, he has consistently demonstrated that he understands our needs as we have navigated through various life stages, including growing our family, purchasing and renovating a home, and transitioning to law firm partnership. I strongly recommend any young professional or growing family seeking a skilled, personable, and trustworthy advisor to work with Jim.

– Chris S., Client
Since working with Jim at the beginning of 2020, Jim has been instrumental in providing sound investment and planning advice. Jim has suggested and implemented a strong investment strategy and kept me on track through the turbulent times in 2020 and to date. Jim has also provided suggestions on planning for the future and structuring of our families assets in an efficient manner. I would recommend Jim and his team to anyone looking for financial and other planning advice.

— Sanjeev P., Client

Where are you on your road to financial success?

If you don’t know where to start, where you’re going, or how to get there, we have the experience and expertise to help.