Ian Godfrey's objective is to preserve and grow wealth in any market condition so that his clients have the time to enjoy the smaller things in life.
Managing your wealth is a sophisticated and personal service; you need to trust that your Advisor knows what is most important to you. A successful portfolio is built on a thorough analysis and understanding of individual needs and goals.
Our team will take the time to listen to you so that we may design an investment strategy to suit your needs. Your unique investment portfolio will consider income, insurance, tax, retirement, and estate planning needs.
Take comfort in knowing that your investment portfolio is continuously monitored by knowledgeable professionals.
We look forward to helping you preserve and grow your wealth, even in the current low interest rate environment. Contact us today to find out more.