Let us help you grow more than wealth


Invest with confidence

With nearly 70 years of combined industry experience, all of our energy and activity is focused on our clients’ financial success. To help accomplish this we utilize a proven, disciplined and tax-efficient approach to the allocation and protection of their financial assets.

By continually assessing our clients’ financial situations, long-term goals and risk tolerances, we can develop a customized, flexible wealth management plan to help meet their unique needs. Assets are invested and monitored using a detailed feedback and tracking system. In addition, current and potential liabilities are monitored regularly. We are dedicated to clear communication while providing the highest levels of service and accountability.

To help ensure that their wealth management plan encompasses all aspects of their lives, we also work with our clients’ other professional advisors so that collectively we are all focused on the same objective: our clients’ success.


On the fast track: Digital transformation in the era of COVID-19

The COVID-19 disruption has hammered home that necessity is the mother of invention. We asked Mark Mahaney, top-ranked internet analyst from RBC Capital Markets, what impact the COVID-19 crisis is having on the internet sector. Read the full economic outlook in the latest edition of Global Insight.

 

Taking the next step

Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about our approach, we would love to hear from you.  To set up a consultation click on Contact.

Meet the team

Learn more about the Emmerling Wealth Management Group.


 

Latest Insights

Business women gather in office setting.

As women age with longevity on their side, the financial future is female

They’re the chief advisors to four generations, and their economic influence can no longer be overlooked.

Read more