We take the time to learn about you


Professional Investment Advisory Services, Wealth Management Planning, Estate Planning and Risk Management integrated into a holistic plan.

We work closely with a select group of families and businesses in the management of their financial needs.  They employ us to leverage our time, experience, and expertise required to care for their wealth.  We strive to understand and provide input in all facets of their financial affairs, therefore creating a deeper, longer-term relationship than typically expected from a financial advisor.


Europe: Green shoots wilt

Tariff disputes, Brexit uncertainty, and political tensions are casting shadows over the green shoots of Europe’s anticipated economic recovery. We provide an investment-focused overview and discuss our decision to downgrade European equities. Read the full economic outlook in the latest edition of Global Insight.

Take 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, please contact us.

Click here  to access your "Personal Wealth Dashboard" (formerly eMoney)


Meet the team

Learn more about the Turner - Fisher Investment Group.