“We have one driving vision,
and that is to help our clients
create a truly great life.”
Who has you covered?
No sound financial strategy is complete unless the financial impacts of illness, injury or death have been properly professionally mitigated. Our team of personal insurance specialists can clearly identify where shortfalls are present and work with you to develop a plan that is tailored to your personal situation and budget.Personal Insurance Services
What should you expect
from a financial adviser?
An exemplary financial advice experience means providing more than just guidance around facts, figures, strategy and legislation. It means bringing all the moving pieces of your specific financial world into a single coherent plan and then building a framework to keep it aligned to your goals.Meet our team
Need a second opinion on
your investment portfolio?
Whether you designed your portfolio yourself, inherited it, or had it professionally developed, let us have a specialist provide a second opinion and we’ll tell you where we see unnecessary risk, hidden costs or a misalignment to your appetite for volatility. We will even tell you when we couldn’t improve on an already sound strategy.Wealth Management Services
What does retirement
mean to you?
Planning the strategy on how to fund a 30+year retirement is a critical step to take. We argue that planning for the mental switch from successful professional to fulfilled retiree is of equal importance however rarely practiced. Your retirement should be as unique as your fingerprint, accordingly we don’t deliver a one-size-fits-all retirement strategy.Retirement Planning
We have spent decades uncovering the unique financial challenges of being a medical specialist and have built tailored programs to overcome these challenges.Medical Services
60 seconds with Stanford Brown client Mark Schreuder
What prompted us was concern about whether we were covered risk management wise for our business and for our family assets because we’ve built a successful business. The family’s future was important to us and we were just concerned that really everything was protected and in place.Read More
60 seconds with Stanford Brown adviser Hamish Harvey
Hamish is a Senior Adviser and manager of a team of highly talented individuals that advise clients, compile precise technical planning documents and execute the administration duties required to manage clients’ strategies.Read More