72 Wealth Management
What's your obsession?
More than just a name, it's a philosophy. Inspired by the Rule of 72, showcasing the power of performance and compound interest, we embody the principles of exponential growth and wealth creation.
The Power of Obsession
Think of people like Michael Jordan, Jeff Bezos, Serena Williams and Steve Jobs - individuals who were relentlessly driven to turn their ambitions into reality. That same fire lives in all of us. It might fuel the dream of building a world-class business, exploring every corner of the globe, starting a foundation for a cause close to your heart, or simply savoring the freedom to spend more time with family & friends while enjoying a fulfilling retirement.
At 72 | Wealth Management, our obsession is your success. We are passionately committed to helping you define your ultimate vision and delivering the performance needed to achieve it. This drive isn't just a philosophy - it's the heartbeat of who we are, the foundation of how we work, and the reason we believe our clients trust us to help turn their dreams into reality.
Your success. Our obsession.
What We Believe
Performance matters
Investment management is a performance-based business.
While there are many moving parts to a successful wealth strategy, consistent positive performance is the driving force. It's the engine that can turn ambition into achievements and helps ensure your goals are met on time - not postponed for another day.
At 72 | Wealth Management, we use a disciplined and systematic process designed to help you build, protect, and multiply your wealth.
Wealth with a purpose
At 72 | Wealth Management, we understand success is about more than just numbers on a page.
True wealth is about living the life you've dreamed of - building lasting relationships, passing on meaningful values to the next generation, and leaving a legacy that truly reflects who you are.
Our team builds a relationship rooted in understanding what drives you. We take the time to uncover your dreams, priorities and motivations, ensuring that every decision we make is aligned with your vision.
Simplicity is key
We believe in keeping things simple. No jargon, no unnecessary complexity - just clear, straightforward strategies tailored to your goals.
We invest with the trend. We aim to protect your capital. We strive to generate income for your retirement. We work to minimize taxes. We ensure that your will and mandate are always up-to-date. We communicate regularly to instill financial confidence.
At 72 | Wealth Management, simplicity drives our process and delivers results.
