Working with Business Owners and Affluent Families to Create a Comfortable Retirement and a Lasting Legacy for your Family
We designed our services for investors that require a higher level of professional advice managing their wealth.
I am a leading investment advisor who specializes in working with business owners, professionals, and retirees. I focus on building long-term relationships and making sure that I understand my clients' personal circumstances, goals, wants, and needs. Using these insights, I design customized solutions to each client's own situation.
My business is built on integrity, caring, trust, and professionalism. As a client you can feel confident that you have an advisor who cares about you and takes pride in helping you achieve your financial goals.
All your personal goals, needs, and dreams will be taken into account when I construct a financial plan for you. You will feel confident knowing you can participate in market gains while at the same time reducing your downside risk.
Our process brings together the elements required to implement a comprehensive wealth management approach tailored to your family's needs. We give you peace of mind and clarity about your financial future.
What My Clients Say
"I would describe Lance Bennett as very professional. Working with him has helped me make informed investment decisions. He uses a specialized approach that provides real value. I know that when I contact Lance, even if I can't reach him immediately , I can count on getting a prompt response. He is very focused on exceptional customer service."
William Burt-Plato Consulting Ltd.
"The key to receiving and using good investment advice is working with people like Lance Bennett and coming away knowing you have unbiased, fair, and honest information to deal with in making decisions now and in the future. Lance does a good job of explaining the strategies used while allowing your input and accepting your final decisions."