Helping people since 1981
Helping you build and protect generational wealth
At Patel Wealth, we provide sophisticated, team-based financial advice tailored to the unique needs of high-net-worth individuals, families, incorporated professionals, and business owners. Our approach is deeply collaborative, working closely with you, your family, and your professional advisors to create an integrated wealth strategy that evolves with you. From personalized investment management and tax-efficient retirement planning to estate structuring, insurance solutions, and specialized pension strategies like IPPs, our goal is to help you make informed decisions that preserve and grow your legacy for generations to come.
We believe in clarity, integrity, and proactive advice—because you deserve a team that sees the big picture and stands beside you every step of the way.
What our clients are saying
“As a physician with a professional corporation, I needed more than just basic investment advice—I needed integrated tax and retirement planning. The Patel Wealth team not only understood my unique needs, but also helped me implement an IPP and insurance strategy that gave me long-term clarity and peace of mind. Their expertise is exceptional.”
Dr. M.S., Client since 2020
“When I sold my business, I was overwhelmed with financial decisions. Patel Wealth helped me structure my investments, manage tax exposure, and build an estate plan that reflects my values. They coordinated everything with my accountant and lawyer—making the process seamless. I trust them like a partner.”
A.P., Business Owner & Entrepreneur
“I used to bank at a traditional branch where I felt like a number. Switching to Patel Wealth was a night-and-day difference. They took the time to understand my goals, explained every step clearly, and built a financial plan I finally feel confident about. I only wish I had found them sooner.”
R.K., Client since 2022
“As a business owner, I wanted a strategy that would protect my wealth today and create options for the future. Patel Wealth showed me how life insurance could act as a strategic asset—giving me the flexibility to generate retirement income if needed, or leave a larger estate for my family. It was a game-changer in how I think about long-term planning.”
J.S., Business Owner & Client Since 2025
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