Who do We Serve?

At the La Civita Wealth Management Group, your dedicated advisor is your own personal portfolio manager. 

As a client of the La Civita Wealth Management Group, you will enjoy direct access to your portfolio manager. Our clients come from all walks of life and are professionals, executives, retirees, business owners and small corporations.

Are you:

• Looking to invest a minimum of $500,000 across all of your various accounts?

• Simply too busy to manage your own wealth?

• Clarity and transparency in all dealings?

• Committed to following a disciplined wealth management process?

• Looking to demand accountability?

• Looking for regular communications regarding your accounts?

If you answered yes to all of these questions, you should give us a call at (519) 966-3432 to find out how we can be of service.