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Our Services

What We DoOur Services

We offer a broad range of wealth management services to fit the needs of you and your family through the generations, including investment strategies, charitable giving, and estate planning. Our services are backed by research, education, experience, and a genuine desire to help you and your family pursue your financial goals for generations.

INVESTMENT PLANNING

RETIREMENT PLANNING

COLLEGE SAVINGS

Estate Planning

Business Planning

Wealth Preservation


MEET OUR TEAM

We guide you and your family through every step of your financial planning journey, breaking down the complexities into clear and understandable terms.

Hugh Lau, CIMA®

Hugh Lau, CIMA®

Managing Director

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Jo Kreitman

Jo Kreitman

Branch Operations Manager

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Shannon Lau

Shannon Lau

Marketing Director

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Value and respect you and your family deserve

We want to put our experience and philosophy of optimism and dedication to work for you, helping you invest your box of lemons into a lasting legacy.

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