At CoWealth Partners, we believe that wealth management goes far beyond investment consulting or asset management. We recognise the critical importance of investment performance, but our primary focus is to achieve this performance while also delivering services and solutions that make our clients’ financial lives easier. Our objective is to have our clients think three things about CoWealth Partners: 1) They exceeding my expectations; 2) They are making life easier; and 3) I am glad that I met them.

The connective theme among all of our services is a best of strategies philosophy. If we are unable to service our clients’ requests in house, we objectively seek an external solution that we believe can fulfil their specific needs. We feel this philosophy will be a critical factor in CoWealth Partners’ success.

CoWealth Partners’ clients typically have three primary goals: 1) to enjoy the lifestyle they desire; 2) to achieve specific or multigenerational objectives with respect to their wealth; and 3) to manage your tax position. Each investor places different emphasis on these three objectives and one of our initial challenges is to identify the unique set of goals for each investor and develop a wealth plan accordingly.

We segment our service offerings into three broad categories: 1) Wealth enhancement; 2) Wealth Stewardship; and 3) Wealth administration.