Why work with the Courteau Wealth Management team

My Recommendation

Choosing an investment firm is a difficult decision for investors. It is one that should be made with the utmost care and discretion, as it impacts not only you, but your family and future generations.

The Courteau Wealth Management Team orchestrates and protects the affairs of high net worth individuals and their families’ legacies. Our unique investment process leans heavily on the axiom of “winning by not losing.”

Relying on over 25 years of experience, we have developed an investment process that delivers consistent, positive, risk adjusted returns for our clients.


Train arriving, symbolizing timely insights

Market research
Insights 

 

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

12 December 2018
Whatever you do, don't look now
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3 December 2018
The biggest loser
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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.

December 2018
2018 year-end tax planning checklist
Maximize your 2018 tax-year planning with our helpful checklist – all the dates and strategies you need as we head into the final stretch of the 2018 tax year.

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