About Wealth Solutions

Today we live in the Age of Information. Tax laws change rapidly and there is an abundance of complex financial products.   This environment makes it difficult for one individual to master, and remain current, on all of the complexities necessary for a sound financial strategy. That is why there is no substitute for experience.

At Wealth Solutions we focus on assisting professionals, business owners and executives with the protection and management of their wealth.  We use our business experience and the resources of our corporate and professional affiliates to assist our clients in achieving their wealth management objectives. 

 

Our Mission

Our mission is to help maximize the creation and preservation of the wealth of our clients through a unique, proprietary and disciplined planning and review process.

 

 

"At Wealth Solutions, it is important to us for our clients to achieve their goals and dreams."

- Keith Gillies, CFP