PATTON WEALTH MANAGEMENT GROUP

We work together to ensure that we leave no stone unturned in planning for your family or business affairs... Our team's commitment to you starts with the first meeting. Through an in-depth discussion, we will help you determine your financial goals and needs. We then create an investment plan to meet them. We believe trust is earned through a disciplined, consistent approach to investing that is based on sound fundamentals while focusing on the portfolio approach to managing assets... We provide expert guidance to high net-worth families, CEOs and senior executives, and business owners. Our background and qualifications are extended through collaboration with a team of experts within RBC Dominion Securities. We specialize in designing tax efficient portfolios, wealth protection and insurance solutions, estate planning and trust services, and charitable giving strategies.

Primary location: Aurora