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Our goal is to provide direction, perspective and confidence for your family’s wealth management.
Lloyd Rutledge Wealth Management is committed to working with you to help you achieve your vision for life, family and legacy.
With 70 years of collective experience, we believe that we have a proven track record of providing straightforward and sincere advice with the objective of delivering results aimed at meeting our clients’ goals of income and wealth accumulation.
How We Engage Our Clients
Through our investment and planning process, we aim to develop trust and loyalty with our clients. Our goal is to build meaningful relationships based on a mutual understanding of your goals.
We engage in a deep discovery of your needs in order to develop a personalized strategy and goals-based plan. Ongoing monitoring helps to ensure we realize the identified outcomes.
We recognize each family has unique investing objectives; our approach creates personalized strategies that are designed to facilitate lifetime financial security.
Branch Office: (604) 981-4400
Branch Fax: (604) 981-4432