As your life evolves, your financial goals may change, but the need for honest and thoughtful advice does not.
Brian Lundin and Stephanie Woo’s team of wealth management professionals are dedicated to being their clients' trusted advisors who understand all aspects of their financial objectives to ensure the consistency of their financial success.
Our approach is simple. We will ask you what you hope to achieve financially, we will listen to what makes you anxious and fearful, then we will apply the best investment approach that fits your vision of how you expect your investments to be managed. We are committed to using all of our resources to ensure that everything you have worked so hard to attain will be there for you to share with those who matter most.
In addition to portfolio management, our team offers a full range of complementary wealth management services to individuals, multi-generational families, corporations, and charitable foundations. These services include:
* All-inclusive Investment Policy Statements
* Comprehensive Financial Plans
* Retirement Planning
* Tax Efficient Strategies
* Estate Planning Reviews
* Insurance Needs Analysis & Reviews
* Business Succession Planning
* Wealth Transfer Strategies
* Charitable Gift Giving
A referral is the highest compliment we can receive.
We appreciate and take this expression of confidence you have in us seriously.
Many thanks to our clients who have continually referred their family, friends and colleagues to us.