Many of us consider the numbers on our statements and the net asset value of our portfolios, however Cristian and his team believe that wealth is about much more than that: providing for your family, leading a fulfilling retirement or finding satisfaction in your career.

Cristian’s services are designed for individuals, families, businesses and other organizations that require professional assistance managing their wealth including:

  1. Successful executives looking to enhance the growth of their wealth

  2. Professionals requiring assistance with their personal assets and a trusted partner with shared clients

  3. Business owners who need help managing their personal and business assets

  4. Pre-retirees who want to make the most of retirement savings as they approach retirement

  5. Retirees requiring innovative strategies to maximize their after-tax retirement income, while protecting their financial security

  6. Well-established families seeking professional guidance transferring wealth to the next generation in a tax-efficient manner

Whatever your particular needs, Cristian will take the time to find a solution – no matter how large or small your Christmas tree.

Contact us to arrange an initial consultation and find out if we’d be a good fit for your financial needs.

"Never worry about the size of your Christmas tree. In the eyes of children, they are all thirty feet tall." 
Larry Wilde