Wealth management defined

Wealth Management is a professional service built on a foundation of financial planning, investment management, and tax & estate planning. These pillars form a single comprehensive model which enables the accumulation, protection, enjoyment and transfer of wealth to become a reality in accordance with your individual goals and priorities.

The Kent Coulter Wealth Management Group puts these principles into action through our relationship focused approach. We take the time to understand your needs, to explore your unique situation and identify your priorities so that we help to make them a reality.

Financial Planning

Financial planning begins with a thorough understanding of your needs. Our process is designed to establish firm, quantifiable goals based on a comprehensive assessment of your current situation, allowing us to firmly establish a clear roadmap to reach your goals. This provides the framework to identify and maximize opportunities to realize your target.

We understand that your goals may not be readily apparent. By taking the time to understand your life and what is important to you, we can help frame these priorities into goals that fit your life. There is no single best way to ensure that you achieve your goals, and our passion is to ensure that we find the method that will work best for you.

Understanding what matters most to you is what matters to us.

Investment Management

We can tell you what you need to do to be a successful investor.

We believe that markets work.  Current market prices reflect the best available information combined with expectations about the future, and are therefore the best approximation of actual value.  

Financial market movements do not always appear to be rational and prices may not always be “correct,” but market forces are so competitive that we believe it has yet to be demonstrated that any investor, or group of investors, can consistently or reliably outperform the market as a whole.

The Kent Coulter Wealth Management Group manages the portfolios of our clients using a strategy built on the foundations of accepted academic research. Our strategy is evidence based and will be executed alongside a variety of wealth management and financial planning best practices, including tax minimization, portfolio withdrawal optimization, retirement projections and estate planning.

To learn more about a different way to invest, please click here.

Tax and Estate Planning

Tax minimization presents one of the single largest opportunities to increase our client’s net wealth. Our process is designed to leverage our experience in minimizing all forms of tax, including annual income taxes, tax paid at the time of retirement or tax due when transferring wealth to your heirs.

Our in-house Tax and Estate Planning Team includes tax lawyers, chartered accountants, and insurance specialists amongst others who are available to work closely with our clients and provide sophisticated and comprehensive solutions.

To learn more about our Tax and Estate Planning Team, please click here.