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Leveraging the support and guidance of our industry-leading team of experts, including your dedicated relationship manager and our in-house financial planner, we work to guide you through each and every life stage, helping you clarify your needs, establish your goals, and plan for the years ahead through a dedicated four-step process:
We work with you to gain a deeper understanding of your individual needs, goals, and circumstances and help clarify your financial objectives.
We analyze your financial and personal information and match your objectives with smart, time-tested strategies.
We develop thoughtful and creative solutions tailored to your objectives, drawing from a wide selection of world-class products and services.
We review your situation regularly to ensure your financial objectives are being met, and adjust as needed.
We’re proud to offer a comprehensive list of services that allow us to serve your wealth in its entirety.
Financial planning
Insurance solutions
Credit and lending solutions
Estate planning
Business transitions
Strategic tax minimization
Retirement income planning
Charitable giving
Banking solutions
Succession planning
In an industry where there are many avenues to pursue financial advice, we stand out from the rest by providing you with:
You’re free from the day-to-day details. Investment decisions are made by your dedicated portfolio manager, who has accountability for decision making and performance.
With over 200 years of combined experience, we have managed money over many market cycles.
Everything we do aligns with your Investment Policy Statement – a formal document that outlines your unique income needs, preferred level of risk, and more.
All generations in a family receive the same pricing, allowing the next generation to get access to preferred rates and services.
Our thorough and ongoing due diligence process ensures that we sort through all the details to uncover the insights that matter, which we share regularly through our blog and newsletters.
As a client, you’ll receive privileged access to our network of third-party specialists, from estate planners to private bankers.
As part of our ongoing due diligence, risk oversight is completed by a third party who is fully independent from our team.
With the guidance of our in-house financial planner, Gary Weatherup, we provide you with a full financial plan with a strong focus on reducing taxes and meeting personal goals.
Fill out the form below to get in contact with our team – or, if you prefer, give us a call at 519-675-2021.
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