What does “wealth” mean to you?

It could be about protecting your family’s security, freeing your time to pursue what’s important to you, creating a lasting legacy or making a real difference in your community. Discovering what wealth means to you is the cornerstone of David Wells’s practice. It’s a critical first step to ensuring our strategy will get you where you need to be, and lays the groundwork for what we pride ourselves on most: long-lasting client relationships based on trust and care.

From there, we create a customized investment strategy, which includes guidelines on overall asset allocation among stocks, bonds, and cash, and specific criteria for the quality of individual investments. In addition to investment management, our team and our partners at RBC Wealth Management provide best-in-class services in areas such as financial planning, Will and estate planning, business succession planning, tax minimization and more. Together, our services create a truly custom, cohesive plan to maximize the growth and protection of your wealth from all angles.

Important Notices