Matthew Denham & Grant Loree take a personal approach based on trust.

As a successful and growing Wealth Management group, we believe in creating professional and personal relationships with our clients. We build these relationships in order to understand where you are today and where would like to be in the future. Our carefully planned investment solutions are made in order to attain the goals in which you are trying to achieve.

 


Our Focus:

  • Earning your trust by creating personalized professional and personal relationships with each individual client
  • Providing carefully thought out and detailed investment plans for your future
  • Communicating regularly with clients in order to keep them informed
  • Combining our efforts with our Financial Planning Consultants, Regional Insurance Specialist, and our Will & Estate Consultant covering all current and future concerns.
  • Providing peace of mind by offering a consistently high level of ongoing professional money management guidance
  • Balancing higher real rates of return and growth with an acceptable risk/reward ratio using a wide range of investment choice
  • Working with you as your full-time, personal financial partner

Matthew Denham also offers:

  • Private Investment Management, which allows us to manage your wealth with our expert and professional associates.