We offer a variety of customized services taking into account each client’s particular needs and goals.
Our services range from examination and assessment of existing investment portfolios and/or financial plans, to holistic planning for the entire estate and to sourcing best-in-class investment opportunities across the globe (whether “traditional” or “alternative”).
Our role as wealth consultants is to oversee a client’s financial life concentrating on these main areas:
- Estate Planning
- Risk Management
- Retirement Planning
- Tax and Financial Planning
- Employee Benefits and Savings Plans
*all mutual fund transactions are transacted through Banwell Financial Inc.
A proper customized plan requires consistent monitoring. As well, it must be flexible enough to adapt to changes in both circumstances and the goals and needs of our clients.
Our strong relationships with leading institutions and private equity firms allows us to provide the best-in-class opportunities to our clients.