We’re committed to provide an optimal client experience.
The Soares Kourtis Investment Group is able to offer a unique investment experience. As a team, our specialty is tax strategy investing where the focus is on maximizing after tax returns. These strategies offer clients investment strategies that can reduce taxes on investments, employment and business income.
Our approach is personalized, built around your goals. We believe that every client deserves a dedicated and consistent level of service, tailored to your individual needs. Our team of professionals will listen to what’s important to you and try to understand your priorities, bringing it all together and defining your investment solutions.
Our team has the collective expertise to advise you both personally, and professionally.
We’re here to help with all your financial priorities at every stage of your life, providing an unbiased, holistic approach that encompasses all aspects of wealth management: investment planning, wealth advisory, retirement planning, business planning, estate and insurance services, tax planning, and philanthropic giving.