Custom tailored services
As a client of Merchant Moffatt Wealth Management you will enjoy privileged, personal access to a wide and powerful range of specialized services.
Some, such as the E-delivery of statements and online access to accounts 24/7/365, are routine. Others, such as tax gain/loss harvesting and consolidated year-end reporting, are more sophisticated.
We are happy to discuss these services with you and, based on your specific needs, make them available. Rest assured that we deliver only what you want and only when you need it. The choice, in careful consultation with us, is yours.