Brumer Fenerdjian Wealth Management Group

 

Protecting and enhancing what’s important to you

We are committed to building relationships based on integrity and trust, using a multi-disciplined approach that has been tested with time.

Our priority is protecting your interests and helping you meet your wealth financial management goals for you and your family.

Together, we will develop a comprehensive plan to help you achieve your long term goals.

As part of the process, and using our in-house wealth planning team for additional expertise, we will examine tax and estate saving opportunities, philanthropic, insurance and business succession planning needs. For most clients, tax planning and minimization are key components of planning. We are always available to work with your other advisors including lawyers and accountants to ensure true integration of solutions.

Train arriving, symbolizing timely insights

Market research
Insights 

 

Get the latest market insights and trends from our internal research experts.

19 August 2019
Correction - buying opportunity or more pain to come?
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6 August 2019
Correction time
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August 2019

Investor strategy: To trade or not to trade
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Wooden walkway over windy field

Tax & Estate Planning
Strategies 

 

Learn about strategies to help protect and enhance your wealth from our Tax & Estate Planning professionals.

August 2019
Let’s talk about philanthropy
Are you interested in giving back to causes or charities that are meaningful to you? Is your charitable giving plan tax efficient? We’ve outlined some key considerations that can help you build a strong charitable giving strategy.

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