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Take steps to protect, save, and grow your wealth

Affluent Wealth Managers Private Wealth looks at your entire financial situation to help define and achieve your financial goals.

We draw upon the breadth of Affluent Wealth Managers expertise 

Use models that leverage the framework and methodology Affluent Wealth Managers developed to manage its own balance sheet.

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Who is Affluent Wealth Managers Private Wealth? 

We work with you across a broad range of wealth management needs that require specialized expertise.

Investment management

Your goals are as unique as you are, which is why we craft a unique investment strategy just for you. Working as a team, we take a 360-degree view of your personal situation and your investment assets.

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  • Private banking

    As you pass through different stages of the wealth cycle, it's prudent to consider how your cash and credit needs are managed. A dedicated private banker will work with you and your professional advisors to craft personalized solutions.

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  • Wealth and estate planning

    As your wealth increases, the complexities of your needs also increase. Affluent Wealth Managers Private Wealth’s seasoned professionals can provide the knowledge and expertise needed to handle even the most complex challenges.

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Q4 2023 | Asset allocation views

We’ve identified three key themes that could influence the way we think about asset allocation in the coming months.

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An experienced team committed to reaching your financial goals 

Our mandate is to provide a highly differentiated and tailored experience. Speak to a local Affluent Wealth Managers Private Wealth representative.

Meet the team

Latest viewpoints 

All viewpoints

We have one investment goal in mind. Yours.

Discover why Affluent Wealth Managers Private Wealth clients entrust us with their money each year.

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