At NW Strategic Private Wealth Council Group, we are dedicated to empowering high-net-worth individuals to achieve greater financial success through a strategic, solutions-first approach.
We understand that wealth management isn’t a one-size-fits-all journey; it’s a carefully tailored process that evolves alongside our clients’ lives, goals, and aspirations.
Servicing clients for the long term with the highest possible standards of private client service is front and center for our life-long client relationships.
We focus on factors that we can control. We do not pick stocks or try and time the market. We focus on diversified asset allocation, minimizing fees and taxes and maintaining investment discipline.
Strategic Risk Management and Insurance Planning to help navigate the uncertainties of life.
Tax planning, Estate Planning, Education Planning, Retirement Planning, Insurance Planning. Let professionals help you plan your life.
Plan a legacy for the people and causes you care about.
Create a tax-efficient retirement income strategy that adapts to you.
Create a charitable giving strategy that fulfills your wishes.
Comprehensive private family office services in a holistic approach.
Create an integrated business succession plan to empower your financial future and life aspirations.
Secure your intergenerational transfer of wealth to the next generation tax -efficiently.
We meet to determine if we’re a good fit, ensuring we can build a relationship based on trust and open communication. This initial connection is key to a successful partnership.
Together, we’ll explore your current financial situation, goals, and concerns. With this understanding, we begin crafting a strategic plan tailored to your unique needs.
We present your personalized roadmap, covering recommendations, investment options, and exact costs. This transparent overview allows us to decide together if moving forward is the right choice.
Learn more about working with NW Strategic Private Wealth Council Group and discover how our tailored strategies can help you achieve your financial goals. Whether you're just starting your journey or looking to refine your existing strategy, we're here to listen, guide, and create a roadmap designed just for you.
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Mutual Funds, ETFs, liquid alternatives,
exempt products and GICs are services offered through De Thomas Wealth Management, the sponsoring mutual fund dealer. Individual Insurance Products and Services are offered through Financial Horizons, Group Insurance is offered through People Corp. Such services or products are not offered in the capacity as an employee or agent of De Thomas Wealth Management and are not the responsibility of De Thomas Wealth Management.
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