Pawlak Investment Group

Trusted advice & exceptional service

Welcome to our website!

We help high net worth individuals, their families, and corporate entities achieve their financial goals. We accomplish this by creating and implementing comprehensive wealth management plans that focus on accumulating, protecting and transferring wealth.

Pressure System

Investor angst has been fed by risks reaching critical mass, and we look at how to bolster portfolios in the current environment. Read the full economic outlook in the latest edition of Global Insight.

Core beliefs

• Everyone must develop a personalized investment strategy and define the goals needed to achieve financial freedom.
• Trying to predict the short-term direction of any market is futile.  Investing in quality companies with proven track records, markets and management is vital.
• The world is in the early stages of social and economic expansion the likes of which we have never seen before.  This expansion will happen at an ever-increasing pace due to the dynamic changes caused by technology.
• Coaching and disciplines are the keys to long-term superior success.
• Changes in inflation and economics are normal and expected phenomena of capitalism.

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Creating a lasting legacy

It’s commonly observed in the financial services industry that family wealth rarely lasts across multiple generations—and a new report by RBC Wealth Management may point to some key causes. Watch the video below and download our 2017 Wealth Transfer Report: Lasting Legacy to learn more.

Take the next step

We welcome you to experience the Pawlak Investment Group difference for yourself. Contact us today to set up a meeting.