iA Private Wealth (Paterson Brent CFP BA - iA Private Wealth)

Description

Planning for your financial future is more than just looking at numbers. As your trusted advisors, Charlie McCrystal, Derek Boe, Jackson Brailean, Brent Paterson, and Stacey Brailean of iA Private Wealth pull all the pieces together to provide you with the big picture-an overall perspective that integrates all aspects of your financial situation. Together, they will review and evaluate your current financial affairs to formulate a plan that encompasses your entire financial well-being, from investments and insurance, to tax planning and estate planning, to your personal and family wealth, to your business interests.
Managing your wealth can be complex and time-consuming.If you are looking for a financial solution that will simplify and enhance your life, please contact us.