Hello! We're so glad you stopped by.
The Escarpment Advisory Team includes some very experienced members, boasting more than 100 YEARS
of combined experience in financial services. Howie Vant alone accounts for nearly half of the impressive total, and Amy Skiba, Jason Aucoin, Rebecca Lamothe, and Shelly Gouchie come together nicely to take credit for the balance.
Our team specializes in helping you and your family to get ready
. Get ready for retirement, get ready for a big purchase (which could be a great new house or that bucket-list trip around the world …!), get ready to help save for your kids or your grandkids, and get ready for your very best life.
All of these great things start and end with getting the BEST advice – and that's what we do!
We are dedicated to looking after you and your family the best way we know how, which is to get to know you – and what you need from us to feel good about the plan we will build especially for you. We listen, so we hear you.
Key things we deliver to our families:
1. Expert investment decisions to fit your goals.
2. Making decisions with taxes in mind.
3. Protecting your wealth.
4. Looking after your next generation, and your beneficiaries.
5. Open, honest communication.
Our goal is to help you reach yours, and then enjoy it!
Our investment process based on particular input from each client - which starts with YOU. We believe in composing a customized investment plan, complete with current and future cash flow requirements, as well as a financial needs analysis. In order to help gain a clear understanding of your requirements, we believe in always maintaining open a and honest communication with all our clients.
The passion that we feel as a team for managing investments and relationships and providing top-notch client service spills over into every relationship that we create - and we look forward to creating a long-term, meaningful relationship with you.