The advice you need when you need it

We appreciate that you have worked hard to attain your wealth — and we know that you desire to do good, invest well, and pass on not only your wealth, but also your values to the generations to follow. We also know that managing your wealth can be complex and time-consuming. As your Assante advisor, together we will help you define and prioritize each of your goals and we build a comprehensive wealth plan that will help you achieve them. We will walk beside you throughout your life to help you navigate all of the challenges and complexities you may face along the way. 

A Complete Approach to Wealth Management

At Assante, we help to simplify your life by managing all of your financial and wealth management needs in one place.

As your trusted advisor, I act as your Personal CFO to pull all the pieces of your financial life together and provide you with an overall perspective, that integrates advice on all aspects of your financial well-being: from investments, insurance, to tax solutions and retirement planning, projections and income to estate planning.

You may have a number of professionals who provide you with sound advice in their specific areas of expertise; however, each may be working in their own specific area and making recommendations without the full knowledge of the others’ advice.  Decisions in one of these areas may have an impact on another area and on your overall financial well being.  We look to provide advice that incorporates all aspects of your financial life, and the impact to your overall situation. 

Supported by a team of professionals including lawyers, tax accountants and financial and investment analysts, we will help you make more informed decisions with your personal and family wealth.

Discover the Assante difference.