Wealth Management Solutions for Busy Professionals and Small Business Owners

Work with our partners - financial industry experts - who can build a comprehensive strategy to manage all your financial needs, including investment and tax planning. Our aim is to help you achieve your financial goals suited to what's most important to you!

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OUR SERVICES

To Meet your Finance Goals

01. Financial Planning & Wealth Management

We need to understand your priorities to create a customized plan. After which, we will build a portfolio that is specifically designed to achieve your goals while minimizing potential risks.

02. Business Owners Asset Management

As a business owner, you have many hats to wear. We can help remove one. Our expertise in financial planning, investment management, and tax strategies, we can help your small business grow and thrive.

03. Insurance

Are you protecting your most valuable asset: you?

We are passionate about achieving better results for our clients

What We Do

Through our preferred partners we offer wealth management advice for retirees, pre-retirees, small business owners and professionals. We offer clear strategies with smart, personalized solutions that match your goals and show you the path to achieve them. We’re with you every step of the way.

Book A Call

Speak to an Expert in Our Team

In just 15 mins we can understand more about your goals and give you some ideas that could not only help grow your net worth but also save you thousands of dollars in tax. Book a call now!

WHAT PEOPLE SAY

Testimonials

"I received a higher level of dedication from my
Preferred Wealth partner. They were empathetic to my needs and were “working for me”. Before meeting them, my money was invested at a “big bank”. I did so
because you felt it was secure and convenient."

"Working with a Preferred Wealth partner they removed all uncertainty I had about my retirement. We developed a strategy to align with my goals and my portfolio was customized to my needs. They didn't try to pressure me or try to sell me anything."

"A current client recommended us to a Preferred Wealth partner. Our time is quite restricted because we operate a small family business. They have contributed tremendous value to us. They guided us through every step and gave us useful information to assist us make decisions about retirement, succession planning, and future planning."