Wealth Management Services
What I do for clients is often referred to in a variety of ways – comprehensive financial planning, wealth management, holistic financial planning – but whatever you call it, the objective is to ensure that your financial plan and your investment portfolio are designed to help you reach your financial and life goals.
Who are Drumlin Financial Advisory Clients?
Net worth of $2-5 million
Age 55+
Looking for an ongoing relationship with a trusted Financial Planner
Limited time, energy or interest in managing your own finances