Our Approach

It all begins with you.

We guide successful families through pivotal moments and the often complex and emotional financial decisions that arise over time. We will partner with you as you navigate through the opportunities and challenges that come with wealth.

Our role is to anticipate your wants and needs, present ideas and solutions that are unique to your family.  Using a collaborative approach, we identify practical, actionable opportunities and solutions, empowering you to proactively strategize for the future – from a simple bank account, to preparing the next generation to lead the family enterprise. Your family will experience what sets us apart through our multi-disciplinary team approach.

"Plan Today - Relax Tomorrow''

Richard Goulet

Senior Portfolio Manager & Wealth Advisor

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Coordinated services and confident execution

Our team is dedicated to making the often overwhelming pressures of managing wealth more manageable. We ask thought-provoking questions, help you to take stock of your financial position, discover what’s most important to you and your family, and provide solutions and support that allow you to act quickly to ensure your wealth is protected and put to the best use.

About Us

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Complete wealth planning

Balancing the intricacies of your financial landscape requires more than just advice – it demands a tailored strategy that aligns with your unique aspirations. Our team offers you a comprehensive array of services designed to harmonize your wealth aspirations. From risk management and tax planning to estate planning, trust management, business succession, retirement planning, and philanthropic giving – each element is carefully woven into a personalized plan for lasting financial security.

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"From the beginning, Richard made sure he understood what kind of investor I was and what I was expecting form my investments."

      Client Testimonial | Client Since 2009