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Complete Financial Coordination
How can we help? Retirement, Investing, College Planning, Budget Guidance, Insurance: we have it all! Have a seat in our living room, grab a cup of coffee, and tell us your story. By starting with the end in mind, we will build a plan tailored to you and your family while navigating the twists and turns of everyday life. We are here to accompany you on your financial journey!
Grow
Today, young professionals are seeking financial planning earlier in their careers but often times are turned away because financial advisors are focused on asset management. At Our House Wealth Advisors, we believe that having a solid financial foundation sets you up for long-term success and we want to be your partner from the beginning.
Retire
What does successful retirement look like for you? Home on the beach, world travel, being with the grandkids? We want to hear your specific plans and dreams and help you get there. We will build a plan that is custom for you and your family and keep you on track along the way. Want to know how?
Cross Border Planning
With decades of experience in both Canada and the United States, we are uniquely positioned to offer comprehensive financial planning services for individuals and families looking for access to expert cross-border advice in retirement plans, tax, and wealth management. Our college division also has special knowledge of the Canadian universities admissions process.
