Wealth Management

Management of integrated services

Wealth management is an investment advisory service that combines other financial services to address the needs of affluent clients. Using a consultative process, the advisor gleans information about the client’s requirements and tailors a bespoke strategy using a range of financial products and services.

Make your goals a reality with manconhouse can create a flexible, customized plan to help you realize your unique goals from diversifying your portfolio to purchasing residential or commercial property to saving for retirement.

Balance today's needs with tomorrow's goals We can help guide you through the complexities of building your wealth or growing your business. Your financial advisor will be with you every step of the way to confirm the decisions and meet today’s needs without compromising your vision for the future.

Discover new opportunities
Our team offers insight and conducts extensive research to identify opportunities to help build your wealth, provide tax efficiencies or generate additional income. We can also guide you on using the proceeds from a life event such as a salary increase, inheritance, or sale of a business; we help accelerate your wealth.

Wealth Management

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