What We Do
Our approach to wealth management was created to enhance our clients' freedom by providing clarity, comfort and confidence in their future.
We call it The WiSE AdvantageTM
It is our award winning comprehensive process that has been proven and continuously optimized every day with our clients. We will help simplify the complexities of your financial life including, cash flow management, taxes, portfolio management and more.
The Preparation SnapshotTM
It all begins with a conversation. We will learn about you and your current financial complexities to help us customize our relationship with you.
The Aspiration MatrixTM
Every situation is unique. We take the time to explore all the life goals, financial aspirations and concerns you have for yourself and your family.
The Opportunity AnalysisTM
Your wealth strategy is tailored to you and your goals. We provide effective bespoke strategies to address both long and short-term needs.
The Asset Allocation ApproachTM
With your long-term strategies in place, we will actively manage your portfolio with a focus on preserving capital and tax-advantaged growth. It all begins with a conversation.
The Implementation FormulaTM
Managing significant wealth requires us to develop a customized asset mix that mitigates risk, seizes opportunities and minimizes taxes.
The Assessment ReportTM
Life and family circumstances change, we work with you to identify and present all relevant scenarios adjusting your plan.
A holistic view of your wealth and your life
Our financial planning approach incorporates integrated tax and risk management strategies across six key dimensions of your financial life.
Optimizing your retirement
We’ll help manage the risks of retirement, aiming to preserve the capital you’ve built and to create a tax-efficient income stream to support your needs and goals.
Planning for major expenditures
We ensure you have the right plan in place to make your goals a reality – whether this includes education planning, investment or retirement property purchases, or other significant capital requirements.
Maximizing your business success
From optimizing corporate investments to business succession planning, we implement strategies that synchronize and enhance your personal and business needs.
Preparing for the unexpected
We can’t always anticipate the challenges that we may be faced with, but we can plan for them. We’ll help you develop comprehensive risk management strategies to provide for those you care about.
Managing cash flow efficiently
We examine and continuously evaluate your cash and credit needs, with the goal to deliver the flexibility you require to meet your goals. From detailed cash flow analysis to tax-efficient income planning, we develop strategies tailored to you.
Sharing your wealth
Establishing how to share your wealth will allow your legacy to live on for the people and causes you care about, including philanthropy, charitable giving, and intergenerational wealth and estate planning.
Is your financial well-being on track?
Try our IG Living Plan Snapshot to find out. This straightforward online tool will help you assess if you’re on track to meet your goals, based on key dimensions of your financial well-being. From optimizing your retirement to preparing for the unexpected, answer a series of questions to provide an overall result out of 100. This tool also provides personalized recommendations to help create a comprehensive financial plan tailored to you and your family’s needs.