This is just the beginning

You’ve achieved a lot in life, yet there’s so much more you want to do. Maybe you want to help your loved ones with a milestone purchase or fund your new business venture. Your next project may be to create a lasting legacy for future generations or, perhaps, you'd like to make a meaningful difference in your community, right there, right now. It could be that you yearn for a legendary life of adventure, or maybe a simple, cozy retirement is exactly right.

Are you getting the financial advice you deserve?

Finding an investment advisor who is qualified, who understands your situation and knows how to achieve your goals can be overwhelming. With Ferebee Wealth Management we offer guidance through a diverse team of specialists and community network. With this approach, we are able to provide in-depth and high touch services to a small circle of business owners, retired families and women in transition. We have found this approach is the best way to helping  our clients reach their goals – like transforming the business you’ve built into the retirement you want, or creating an investment experience that leaves you confident in the direction you’re heading.

Be a part of something exclusive

  • We make a commitment to have ongoing communication with your current professional team including accountants and lawyers to ensure your investment plan is where it needs to be.
  • We believe in transparency of fees and proactively invite you to discuss your investments, review your portfolio performance and consistently monitor your financial plan.
  • We commit to the highest level of client confidentiality. All details of your personal information are held strictly confidential.

We are currently accepting new clients. If you are interested in learning more please contact our office at 250-770-1203.

Ferebee Wealth Management

Natalie and her team take time to understand their clients’ priorities and build a wealth plan customized to meet their long-term goals. Natalie works with the entire family to provide a seamless client experience. I encourage you to meet with Natalie to discuss your wealth management needs.

- David Agnew CEO, RBC Wealth Management 

See what are clients are saying about us: