Wealth management solutions designed for you


As our families and day to day lives evolve, so do our financial needs. Southgate Wealth Management has been guiding the financial decisions of individuals, families, businesses and other organizations for the past 20 years. Our multi-generational client relationships are founded upon the principles of integrity and trust. With our expertise, we offer financial peace of mind through a customized and holistic wealth management strategy designed specifically for your lifestyle. In addition to creating an optimal asset mix, we provide comprehensive services in financial planning, retirement planning, wills and estates advice, insurance reviews and income maximization.

On the road to financial success, a principled, knowledgeable and committed financial advisor is the best guide