At Geddes Wealth Advisory Group, we are fortunate to work with many types of clients from a variety of different backgrounds. In doing so, we understand that every client has unique needs and objectives that they want to accomplish. We take great pride in our ability to work closely with our clients, creating customized financial plans to accommodate their changing needs, and guide them through a process that maximizes their success and allows them to focus on things in their lives that are most important to them.
Our Clients include:
• Individuals approaching retirement who require a detailed investment strategy and plan to properly utilize their assets in a sustainable and tax efficient manner.
• Families requiring sustainable investment solutions for a growing asset base
• Business owners who have built their businesses and require advice on formulating an exit strategy.
• Individuals seeking detailed estate planning solutions
• Charitable organizations
• Medium-sized government institutions and corporations