Searle Wealth Management

My mission is to provide families of clients with the financial clarity to reduce their financial worries and empower them to become confident about their financial futures and legacies. I leverage my 27 years of proven process, planning and best-in-class people to deliver holistic, tax-smart solutions.

I welcome individuals and families with a minimum of $2 million in investable assets.

Tax-Smart Areas of Focus
• Tax and Retirement Planning
• Differentiated Low Volatility Portfolios
• Intergenerational Wealth Transfer

My uncompromising values since 1992
• Professionalism: Competency, accountability, transparency, and high emotional IQ.
• Respect for the individual: Young, old, successful, or less fortunate. Treat others how you would like to be treated.
• Solution-orientation: A positive solution-oriented outlook in addressing all challenges allows us to make more effective decisions.
• Quality of life: For our clients, our kids, and future generations.

Non-Financial Areas of Focus
“Wealth is the ability to fully experience life.” — H. D. Thoreau
• Physical Wellness
• Senior Wellness
• Family Wellness

Forward-Thinking Solutions

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.

Traditional Brokerage

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.

Experience + Independence

Our founding team at Wellington-Altus Private Wealth has a comprehensive perspective on wealth management. They represent years of expertise, consistency, stability and trust.

Holistic Wealth Advice

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.