We strive to make you feel confident in your investments, our team and Macquarie Private Wealth, which is part of the global Macquarie Group.
When you become our client, we take the time to get to know your circumstances, goals, needs, fears, wealth structure, time horizon, and family scenario. We will earn your trust by providing open communication and wise investment advice designed to shelter and grow your wealth.
Prepare yourself to experience a level of tailored service that you have never experienced with any other advisory team. We have:
More than 35 years of experience providing wealth management services to high net worth clients. We have a strong track record of adhering to disciplined financial plans and managing wealth effectively even through periods of extreme market volatility.
Exceptional service and resources. David, Gigi and Stephanie ensure that you remain informed about your portfolio and the markets. You will receive insightful information—including educational events, newsletters and research reports with global and local insights. We will do everything we can to make investing easy and enjoyable for you.
Reliable reporting. Macquarie provides confirmations, monthly statements, periodic performance reports, and web access to your account information. Our team will sit down with you regularly, at your convenience, to review your situation and address any new needs.
Customization. Understanding that each client is unique, we structure our advisory services to reflect your circumstances, preferences, risk tolerance and goals.
Tax reporting. We help to gather the required capital gains information and paperwork at tax time. With your consent, we will work with your accountant to mail and/or email the necessary tax forms to you in a timely manner.
Integrity. We value your privacy and manage all your information with the utmost confidentiality. Macquarie’s non-prescriptive platform enables us to advise you objectively with no bias to any particular product or platform and gives us the freedom to choose only those investments that best suit your needs.
The comments contained herein are general in nature and are not intended to be, nor should be construed to be, legal or tax advice to any particular individual. Accordingly, individuals should consult their own tax advisors for advice with respect to the tax consequences to them, having regard to their own particular circumstances.