Our Services
The Buchanan Group specializes in the following services:
Portfolio Management
We professionally manage portfolios of stocks, bonds and real-estate for high net-worth families. We offer a competitive, transparent fee structure that is often tax deductible and our clients appreciate our straightforward approach to communication.
Income Replacement
The Buchanan Group specializes in replacing and providing predictable tax efficient income to those that have sold a major asset. Examples of this include the sale of a business or retiring with a significant pension.
Estate and Wealth Protection
We have extensive experience dealing with inter-generational wealth transfers from business, property or estate. Our clients turn to us to simplify this process.
