1. The Cedar Hill Wealth Management Group is a comprehensive wealth management team that focuses on affluent individuals who value a client centric management style.
2. We bring over five decades of combined experience in developing, implementing and executing successful investment strategies.
3. We pride ourselves on intensive equity and fixed income analysis to construct portfolios based on our clients' specific investment objectives and risk tolerance.
4. We approach client needs with a high degree of intellectual creativity and focus on details.
5. Our innovative solutions are backed by a leading, global financial firm that brings unparalleled credit worthiness, wealth planning, trust, insurance, RBC research and cash management services.
6. We coordinate our planning solutions with your CPA, trust officer and attorney.
7. We work with our clients through their life changes to help demystify investing and ease their change into each phase of life.