Matthew Denham & Grant Loree take a personal approach based on trust.

Matthew and Grant continue to build their businesses through referrals from other professionals and satisfied clients. Trust, confidentiality and integrity are the cornerstones of their practice and commitment to every client. Matthew's clients and Grant's clients value their caring and personal approach. They know that they can rely on their expertise and professionalism no matter what their financial needs.

They are focused on:

  • earning your trust by acting with honesty, professionalism and consideration for clients at all times.

  • providing peace of mind by offering a consistently high level of ongoing professional money management guidance

  • balancing higher real rates of return and growth with an acceptable risk/reward ratio using a wide range of investment choices

  • working with you as your full-time, personal financial partner

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