Blair + Adrian Wealth Advisory is a boutique investment team with the principal objective of assisting clients with maximizing their financial health and achieving financial peace of mind. Formed in 2010 by Scott Blair and Zoe Adrian, a husband-and-wife team, it is based on their shared vision of providing services individually tailored to each client’s circumstances and wishes with competency, honesty, and transparency in a respectful and comfortable environment.
Our services include meeting with you personally to obtain information regarding your current financial details, financial and lifestyle goals, and unique personal circumstances. Following our careful consideration of each of these important aspects of your financial life, we prepare suggestions for asset allocations and investment strategies tailored to you. We then discuss our recommendations with you, answer any questions you may have, and obtain your instructions for your investment portfolio. We offer the full suite of investment products, from individual securities and exchange-traded funds to mutual funds and insurance solutions. We typically work for our clients on a fee-based arrangement.
We provide you with our monthly newsletter, quarterly portfolio checkups, annual in-person reviews, and answer further questions or concerns by phone or online when needed.
Our solutions are tailored to your unique situation to bring you peace of mind, now and for the future.
Platinum Private Portfolios
A monitored, unified, managed account with access to world-class money managers diversified across geography, sector, and investment type.
Advice + Managed Platform
A holistic approach that combines advice from a registered portfolio manager with discretionary wealth management by advisors who meet high industry standards.
A commission-based brokerage option for clients who want to participate in their investments, whether corporate new issues, syndicated capital raises, individual stocks or bonds.
Wellington-Altus Private Wealth advisors are entrepreneurs who value an independent approach to investing and wealth management. It’s an approach that puts clients first.
Our founding team at Wellington-Altus Private Wealth has a comprehensive perspective on wealth management. They represent years of expertise, consistency, stability and trust.