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  • An Estate Plan...

    for protecting your legacy

  • Financial Strategies...

    for securing your future

  • A Careful Investment Plan...

    to minimize your risks

  • A Secure Retirement Plan...

    for all your tomorrows

  • An Education Plan...

    for all your dreams

  • An Insurance Plan...

    for all of life's unexpected events

Welcome

Definitive Wealth Management have provided world class solutions for their client’s by using the right tools and advice that their clients need to achieve financial independence and wealth preservation.The Definitive Wealth Management team works closely with other professionals in the areas of law, accounting, tax, real estate and others, to assist clients in developing plans to achieve their dreams. The team works with individuals, families, business owners and corporations to take care of all aspects of their financial needs.

We provide a broad range of financial services to individuals seeking to maximize their investment opportunities while controlling their risks and minimizing their taxes. We evaluate your current circumstances and identify your goals and objectives. We review spending habits and assist you to set priorities. We increase our clients’ peace of mind through the implementation of well-constructed and carefully considered financial plans

Through consistent effort, careful planning and an outstanding service commitment, Definitive Wealth Management has developed an excellent client base that is continually expanding through referrals from satisfied clients. If these are the types of services you are looking for - contact our office for more info.


Recent Articles

The Story Behind "Sell Everything"

The media in general has a tendency to take an idea or story and run with it until the original context or point is lost in a wave of misinformation, taking a form of its own.

The Predicament of Sudden Wealth

Imagine one of the following scenarios. Suppose you have suddenly come into a significant sum of money. For the interest of this example, we will imagine that it is one million dollars.

Estate Planning Tips and Traps

Julia wants to make sure that her estate passes to her heirs with as little hassle and cost as possible when she dies. She knows she needs a will and decides to buy a do-it-yourself will kit.