We recognize that along with financial success come increased
responsibilities and planning requirements. Our mission is to provide you with
comprehensive wealth management services to meet these needs. As an extension of
our Trusted Wealth Planning Approach™,
The William Vastis Wealth Management
Group
provides The Personal CFO™ service tailored to make your financial life easier
to manage.
The Personal CFO™ service brings a team of individuals who
provide innovative solutions and services to satisfy your financial objectives
across all disciplines of wealth management. Our expertise can demonstrate the
short- and long-term benefits of smarter tax strategies and improved investment
decisions. We can also show you how to securely transfer money to loved ones,
establish a trust or foundation, or simply help you manage your finances on a
daily basis.
A Lifelong Partnership
We are committed to establishing trust, respect, and a lasting
partnership with you. We strive to deliver the finest personalized wealth
services available.
We offer advice and strategies across the broad spectrum of
financial services until you eventually gain control of your financial life.
These services include helping you develop strategies to achieve your goals, as
well as providing administrative and reporting services to reduce the time you
spend on basic financial management.
Unlike other advisory firms, we offer expertise in all
areas of wealth management:
Investment Advisory Services
Integrate your tax, estate, and investment affairs
Gain exposure to a wider range of investment options
Keep all of your investment information together in one
easy-to-access place
Save valuable time and energy
Income Tax Planning and Compliance Services
Develop strategies to help reduce your total tax burden
Help you make tax-sensitive investment decisions
Provide alternative financial and legal structures to
deliver tax strategies
Risk Management and Insurance Services
Proactively manage risk associated with your property and
possessions
Analyze existing insurance coverage and expectations
Identify insurance solutions consistent with your
objectives
Deliver creative ideas using insurance to optimize your
long-term goals
Estate and Trust Planning
Integrate your estate plans with tax, investment,
business, and insurance planning
Develop plans to manage problems associated with a
sizeable inheritance
Determine how to provide for future generations
Utilize tax-efficient strategies to transfer your wealth
Philanthropy
Identify and research charitable organizations that best
fit your interests and priorities in giving
Design effective philanthropic structures for your unique
situation and interests
Handle administration of your major gifts
Develop family programs that inform, involve, and educate
your children in your charitable activities
Maximize the social and economic benefits of your
philanthropic efforts
Expense Management and financial reporting services
Manage daily financial transactions, including deposits
and expenditures
Monitor your financial records, such as bank and credit
card statements
Categorize and keep track of expenses, such as charitable
deductions or business expenses
Analyze your investment transactions and statements
"The William
Vastis Wealth Management Group's Personal CFO™
service offers the best wealth management approach available - we
sit on your side of the table and work with you to create wealth
strategies that meet your goals. We do this using an unbiased
approach with a completely transparent fee structure because we believe
that you deserve the peace of mind of knowing that you are in complete
control of your wealth."
Our unique position as a wealth management
services firm allows us to deliver the best advice without conflicts of interest
arising from financial product sales. Whether we manage your money on a
discretionary level or in partnership with you, our investment opinions come
from a wide variety of expert opinions, including:
Research analysts
who provide fundamental, quantitative and technical research on
individual companies and sectors.
RBC Capital Markets
provides research on Canadian companies, while several leading U.S. investment
firms provide research on U.S. companies.
Fixed-IncomeSpecialists who provide access to Canada's largest inventory of
fixed-income investments, including bonds and money market instruments.
Investment Consultants
who conduct extensive research on the thousands of
discretionary investment managers available worldwide, so we recommend only
the very best. We have retained two of the world's foremost investment
consultants -
Lockwood Financial and
Frank Russell Company.
In addition, we do not ask you to give up
existing advisory relationships. Instead, we will work with your existing
advisors to recommend strategies that address your needs.
Unparalleled Service Offering
We provide an outstanding suite of personal
online services that will enable you to:
Review a consolidated financial position
across all accounts and investments
Analyze assets and holdings and assess new
investment opportunities
Learn about available financial options
Understand tax implications and liabilities
Direct and monitor the basic administration of
managing assets and expenses
Keep abreast of the latest news, information
and commentary relevant to the affluent individual
Communicate with your personal client services
director
By using these services, you take control of your
finances and gain the freedom to focus more closely on those things that matter
most to you.
To view a detailed summary on the Personal CFO
Service, click here
We recognize that along with financial success come increased
responsibilities and planning requirements. Our mission is to provide you with
comprehensive wealth management services to meet these needs. As an extension of
our 
We offer advice and strategies across the broad spectrum of
financial services until you eventually gain control of your financial life.
These services include helping you develop strategies to achieve your goals, as
well as providing administrative and reporting services to reduce the time you
spend on basic financial management.
Review a consolidated financial position
across all accounts and investments