Contact Us

Recent Blogs

Implications of Brexit!

Is the US Economy Ready for Another Rate Hike?

Can US Companies Weather a Global Slowdown?

Disappointing Jobs report for the US? Not Really!


Wealth Management

We consider wealth management as the overall management of all assets that includes your home, your cottage, investment real estate and other assets. Wealth management in our eyes is the proper combination of all assets to meet a families lifestyle and not just to maximize the return on your investment portfolio. We consider appropriate insurance to protect the family estate against taxes, liabilities and unforeseen events as part of the overall wealth management process. In some cases we may be able to offer you direct solutions or we work with your selected or other parties to find a complete solution.