At Mauro Family Wealth, we have over 80 years of combined experience helping high-net-worth individuals and families enhance their lives today and for years to come. We do this by helping clients turn goals into reality through tailored investment, tax, and estate planning strategies designed to create and preserve wealth across generations.
Our collaborative team of professionals, led by Frank Mauro, partner with you to support your financial journey providing personalized advice and exceptional service – so you can spend more time doing what you love, with the people you love.
We serve a range of clients, helping them achieve their unique and evolving objectives. Wherever you are on your financial journey – we will make your goals our goals, while always ensuring the highest level of service.
Our solutions are tailored to your unique situation to bring you peace of mind, now and for the future. Empowering wealth today. Inspiring confidence for tomorrow.
We develop custom financial plans for each client. This unique process is used to establish the entirety of your financial well-being. Think of us as your personal CFO.
As active value managers, we build private portfolios in which we hand pick each individual security to best fit your unique needs. We do not outsource your money.
A dollar saved is a dollar gained. As our client you have access to world class tax & estate planning strategies through Frank’s expertise and our Advanced Wealth Planning Group.
We encapsulate every aspect of the business to help you reach your financial and life goals – to create and preserve generational wealth for you and your family.
We are committed to excellent client service. Our clients have been with us on average for 28+ years. Our goal is to work with you and assist in guiding you down the correct path in all your financial decision making. For instance, we are one of the National Bank of Canada Mortgage Department’s top referral teams.
