We are an experienced group of multi-disciplinary investment professionals. We believe that while portfolio performance is vital, so too is total wealth management.
This includes financial planning, tax minimization, insurance analysis, will review, estate and retirement strategy, legacy creation and inter-generational wealth transfer. All are connected and no successful long-term wealth building strategy can ignore them.
Our approach involves a forensic analysis of an individual or family financial situation, combined with an exceptional sensitivity to personal, professional and lifetime goals. We believe in rigorous, systematic financial planning.
We are comfortable working with a client’s existing professional advisory team to incorporate their legal, tax and other issues into a complete financial strategy. It’s what we believe in and do exceedingly well.
Above all, we recognize that our clients want to deal with a financial advisory team they like and respect and whose counsel they trust. That is what you can expect when you work with The Symons Group.