Constitution Wealth Management
With over 60 years of investment and advisory experience, Constitution Wealth Management is dedicated to helping individuals and families achieve what truly matters to them.
You have unique goals and we can help you achieve them. Our commitment at Constitution Wealth Management is to provide you with relevant, tailored wealth advice that brings you closer to achieving your goals day in and day out. By taking the time to understand the core of what matters to you and your family, we analyze all of the components in your life that make up your financial picture – allowing us to understand and cater to you.
We use a unique Discovery tool, which allows you to better understand how you truly make decisions. Once completed, an analysis is run using behavioural finance theory that concludes how you behave as an investor, how we can best contour our approach to fit your unique style, and what the next steps are in creating your wealth strategy. At Constitution Wealth Management, our strategies go beyond just your money – we focus on a holistic strategy which revolves around things like your retirement, taxation, estate planning, and business succession.
We use a unique Discovery tool, which allows you to better understand how you truly make decisions. Once completed, an analysis is run using behavioural finance theory that concludes how you behave as an investor, how we can best contour our approach to fit your unique style, and what the next steps are in creating your wealth strategy. At Constitution Wealth Management, our strategies go beyond just your money – we focus on a holistic strategy which revolves around things like your retirement, taxation, estate planning, and business succession.
Set it and forget it is a thing of the past. With a full and complete understanding of your goals and values, we'll ensure that as your needs grow, our strategy for your wealth grows with you. We place an immense emphasis on relationship management, which means that we provide ongoing touch-points to provide you with the information, specialists, and care that you require for financial success. With over 60 years of investment and advisory experience, we're here ready for you with the solutions you need.
