The Jeannot Wealth Advisory Group: For those who want more from their investments
You have many financial decisions to make on a day-to-day basis and each of them will have an impact on your family's financial health as well as your own. This is why you need a team that will be competent and thrustworthy in helping you take action on those challenges to come. The Jeannot Group wants to give you the benefit of a complete and comprehensive experience by focusing its practice on integrated wealth advisory services. What is in it for you ? In depth knowledge of portfolio management, personnalized tax and estate planning and direct access to our specialists network.
Investment philosophy: Our approach is conservative and biased towards long term and stable growth. Our main goal is to help you attain your objectives in complete peace.
Top rated service
What can you expect being a client
A solid team
One process to meet your expectations