Silmser Wealth Management Group

Our expert team is here to meet your financial needs.

    

Our Purpose

We all have different goals in life, but no matter how big or small, it helps to have a plan. As your partner in financial success, we're here to support you throughout your journey. We take deep pride in being a trusted counsellor for our clients. You can count on our guidance to make your money work for you.

Our Objective

There’s more to building wealth than investing money. You also need to establish a thorough and realistic plan to carry out your work and life aspirations. By doing so, you grow a lot more flexibility to turn your dreams into reality. 

Our goal is to empower clients to take hold of their financial well-being and remove the fear out of decision making. We want our clients to feel confident about the choices they are making and guide them towards a strategy that garners success.

 

 

Our Values

We understand the challenges that come with navigating the financial landscape and it begins with hearing your story. It’s true that not all clients will be a fit for our practice, but we are committed to finding you the right solution whether you’re a client or not. We are strong believers that everyone deserves access to help and support.

Our Priority

We believe strongly in fostering a relationship built on trust and compassion. The wellbeing of our clients is the top priority.

By choosing the Silmser Wealth Management Group as a partner in your financial success, you can count on receiving expert, unbiased advice to help you make the right decisions. With our help, you will gain access to a wide range of services designed specifically to meet your personal needs and financial objectives. 

Our commitment

We pride our service on the following principles:

  • Take the time to get to know you.
  • Understand and identify your needs and concerns to help you set objectives and priorities.
  • Recommend solutions that are tailored to your needs.
  • Establish an action plan and the steps to take, with your priorities in mind.
  • Design a personalized plan for your retirement and investment needs.
  • Assist you in your decision-making regarding estate planning and settlement.
  • Monitor changes in your personal, financial and economic situation, to affirm the proposed solutions continue to suit your objectives.
  • Adapt your strategy and timeline to the ever changing market landscape.
A family toasting around a table in a courtyard.

Contact us

Get contact information for our team members and find out where our offices are.