What We Offer
At Dattani Wealth Advisory Group, we offer a suite of solutions for even the most complex situation. Learn more about the services we offer to make the most of your financial future.
Investment Management
Relieve the stress that can come with investing and work with us to:
- Construct a personalized portfolio that aligns with your goals, risk tolerance, timelines, and tax efficiency
- Manage potential risks by creating a diversified portfolio
- Proactively make adjustments to reflect changing market conditions as well as personal circumstances
Estate Planning/Gifting
We will guide you through the process of estate planning to help ensure your wishes are carried out, engaging TD specialists where needed.
Estate Planning is outlining instructions for distributing your assets in case of death or incapacitation. We will guide you on what you can do and the documents you need to help ensure your wishes are fulfilled.
A comprehensive estate plan can include various documents, products, and solutions to help ensure your wishes are carried out as intended, while minimizing tax and undue stress on your family and loved ones.
Gifting to charities or family members requires thoughtful planning. We not only help you maximize your donation, but also work with you to help ensure a gift to a family member is protected.
Estate Planning is outlining instructions for distributing your assets in case of death or incapacitation. We will guide you on what you can do and the documents you need to help ensure your wishes are fulfilled.
A comprehensive estate plan can include various documents, products, and solutions to help ensure your wishes are carried out as intended, while minimizing tax and undue stress on your family and loved ones.
Gifting to charities or family members requires thoughtful planning. We not only help you maximize your donation, but also work with you to help ensure a gift to a family member is protected.
Tax Planning
We help preserve your wealth with tax-efficient strategies:
- Stay on top of tax legislation to ensure you don't miss opportunities of reducing tax liability
- Ensure you are maximizing the opportunities in a tax sheltered account
- Provide insights into structuring activities to help minimize taxes
- Structure portfolios so they reflect your unique circumstance