Investment guidance you can trust


Welcome

To invest with confidence, it is essential that you have a relationship with an Advisor you trust. 

My career began in 1985 and since then I have earned the trust and confidence of clients through a highly personalized and conservative approach to wealth management.

Our approach to Wealth Management brings together the advice and services you need to address your family's financial, tax, retirement, and estate planning needs. 

We will begin by understanding your personal values, goals, and evolving financial needs. Working together with you, my team of highly qualified specialists, and your accountant and lawyer as required, I will draft a plan that serves your best interests first and details the actions and timelines needed to achieve your financial goals.

I am committed to helping you and your family find the financial and investment solutions you need to meet your financial objectives, both now and in the years to come.

I will be with you every step of the way. Shall we begin?

 

Lisa Fernandes, PFP

Wealth Advisor

403-266-9631 | Email me