Private Wealth Management

WealthSmart provides private wealth management

Our successful clients delegate many aspects of their wealth management to us for these reasons:

  • Access more than thirty years of experience and education so that you do not have to learn by trial and error.
  • Harmonized investment planning, estate planning, risk management and other services for private individuals, families, trusts and corporations.
  • The emphasis is on the word “private.” We have found that the more successful our clients become, the more they treasure privacy in their financial affairs.