While wealth opens a lot of doors, each of these doors is a gateway to its own set of new challenges. Private Wealth 1859 was created to deliver highly-personalized one-off solutions to accommodate the most complex situations.

In a context where risk and emotion is constantly present, a rigorous methodology and a tried and tested approach must be used. A successful wealth management experience is more likely to be achieved if everything is properly explained and understood from the outset.

During meetings with you, your Advisor develops an in-depth knowledge of your needs and wants - information that enables him or her to be the architect of your wealth management strategy. He or she is also optimally positioned to bring in the right experts from different areas of finance to implement specific components of this strategy.

Trust can only exist if there is full disclosure in every area, and particularly in potentially sensitive areas such as our compensation. In this respect, we work exclusively on a fully disclosed fee-for-service basis in order to remove any potential for conflict of interest.

Having seasoned professionals to advise you on your financial matters is a sound investment rather than a cost. And because the world is evolving at a rapid pace, so are your needs. You appreciate the comfort of knowing that these same professionals are watching out for your best interests on an ongoing basis, monitoring financial markets, assessing the impact of new tax legislation, keeping current with any changes in your situation and making sure that you are optimally positioned to reach your objectives. Private Wealth 1859 is your partner in wealth management, committed to delivering all of the above to you, and even more.