Putting our clients first with advice they can trust, values they can believe in and strategies that work.
Building Strategies for the Accumulation, Preservation, & Distribution of your wealth.
Unlike the large investment institutions, we maintain
a philosophy of independent, unbiased advice with a strong commitment to delivering true wealth management. We do this by offering harmonized advice that intricately weaves defensive portfolio construction minimizing volatility and risk, income planning and projecting, tax minimization planning, estate preservation and trust management, all with a continuous focus on the management of risk.
Priding ourselves on high standards of excellence and integrity.
When the facts change we change our mind... What do you do?
Need a plan to reduce the risks for your financial future in retirement?
Understanding the key risks to securing a lifetime of income is step one. Healthcare, Longevity, Inflation, Withdrawal Rate and Asset Allocation all need to be planned for. We can help you build that plan.
Think you are planning and saving enough for your future?
Our top Myth Busters:
Guaranteed products are risk free
Longevity
Leverage is bad
Home is best investment
Managed money cannot beat the index
Why Choose Us?
We work collaboratively with our clients giving access to award winning advisors, true pension style investing, consistent experience driven advice, dedicated and long-term relationships with the same team, and one-stop boutique office offering full service to clients regardless of your needs.
Giving Back… just as important as supporting our clients!
We believe it is vital to support the community in which we live and do business. The fees paid for tax services we provide during tax season, are donated to local charities with over $500,000 raised over the past 14 years!
Why The Wealthbuilding Group?
As wealth increases, so do the complexities of its management. We are the premier firm of choice for clients looking to manage and maneuver those complexities.
Providing access to unique institutional type accounts which are not commonly available to retail investors allows Harbourfront to stay client-centric and focused on the best avenues for preservation and enhancement of wealth. The Integrated Net Worth Model provides advanced services beyond those generally available through accountants and investment advisors.