Wealth Management
While financial planning is focused on helping you achieve specific financial goals such as saving for a down payment on a home or for a vacation, wealth management is an active process that involves ongoing monitoring and management of your overall finances. It focuses on preserving, growing and directing your wealth over the long term.
When you pick a wealth manager or financial advisor, it’s important to do your research. We have the right credentials and experience. We charge fees at a competitive rate and are proud of our reputation.
Building Wealth and Trust
At Worth Allaye-Chan Investment Counsel, we’ve been turning money into wealth since 1994.
It’s also important that we have a good communication – a connection with our clients.
There is no assurance that any investment strategy will be successful. Investing involves risk and investors may incur a profit or a loss.