We understand that every person's financial journey is unique and deeply meaningful, as with our relationships.

Our mission is to provide expert financial planning and portfolio management to high net worth members of the widowed community, business owners, individuals & families.​ Whether you're just starting to build your wealth or you're looking to make the most of your existing assets, our comprehensive approach to financial and tax planning helps ensure that your financial goals align with your personal aspirations. As part of our approach, from managing debt to building savings, from securing your family's future to planning for a comfortable retirement, we are dedicated to being your trusted partners on this path.

 

Financial Planning

Whether it’s owning your own home, funding your children’s education, or creating a stress-free retirement, a financial plan is considered vital in working towards your goals. We use a consultative approach to create a financial plan that aims to meet your objectives.

Tax Planning

We don’t believe you should pay unnecessary taxes, so we stay on top of the latest tax planning opportunities available to the widowed community, business owners, and high-net worth individuals and families. Each year, we consider how to best minimize tax liability while investing heavily in education and technology to help us provide the best possible outcomes for our clients.

Estate Planning

If you wish to leave behind a meaningful legacy, be it for loved ones or a charitable institution, you need to put a well-thought-out estate plan in place. Without an established plan, the fate of your estate could be determined by the government, lawyers, or people that don’t have your interests and best wishes in mind.

Charitable Planning

Everyone has their own reason for gifting their assets or a portion of their income to charitable organizations. Some find comfort in helping others who are less fortunate, while others simply want to share their good fortune.

Investment Planning

Through developing a personalized investment strategy, diversification, and avoiding short-term distractions, we aim to help create and preserve your wealth so you reach your financial goals.