At Bannatyne Wealth Advisory Group, our primary goal is for you to feel confident and assured, knowing your financial well-being is in good hands and you can focus your energy on the things that matter most to you.
We work with you to uncover needs that you may not even know you have by learning about your values, goals, and vision of success. We then create a custom, robust wealth plan that is accompanied by an action plan and timeline.
Discretionary Portfolio Management
By delegating the day-to-day investment decisions to a qualified portfolio manager, you can devote more time to what’s important to you. David is responsible for building and managing your investment portfolio while ensuring it aligns with your risk tolerance and investment objectives.
Integrated Wealth Services
Beyond investing, there are many other wealth considerations, such as tax management, estate planning, and protecting your assets. By working with our team, you also gain access to Wellington-Altus’ Advanced Wealth Planning Group which offers specialized knowledge, advice, and comprehensive plans.
Passionately Client Focused
We thoughtfully and consistently work hard to elevate our clients’ experience. We believe it’s important to stay connected and have regular touchpoints based on your schedule and contact preferences.
At Wellington-Altus Private Wealth, we value an independent approach to investing and wealth management. It’s an approach that puts clients first.