COMPREHENSIVE FINANCIAL SERVICES TAILORED TO YOUR NEEDS

Stephen Roos Private Wealth Management offers various financial services designed to help you achieve your unique goals and secure your financial future. From investment advice to retirement planning, tax optimization, estate planning, and insurance solutions, we have the expertise and experience to guide you through every step.

Private wealth management encompasses the strategic management of an individual's financial resources across various areas, including investments, taxes, estate planning, retirement planning, and risk management, to achieve long-term financial security and success. It involves a holistic approach tailored to each client's unique circumstances and objectives, creating customized solutions to their specific needs and aspirations. 

Focusing on disciplined investment strategies, ongoing monitoring, and proactive adjustments, private wealth management aims to build and preserve wealth over time, ensuring that clients can navigate life's financial complexities with confidence and peace of mind. 

By working closely with a professional wealth manager, clients can benefit from expertise, personalized guidance, and a collaborative partnership that helps them realize their financial goals and aspirations

What is Private Wealth Management?

Our Services

INVESTMENT ADVICE

Our team of CIRO/CIRA licensed investment advisors can help you make informed decisions about investing in stocks, bonds, ETFs, mutual funds, GICs, or any combination thereof.

FINANCIAL PLANNING

Our team specializes in personalized financial planning tailored to your needs and goals. We focus on optimizing your financial strategy during your working years. We cover pre-retirement budgeting, investment strategies, insurance analysis, and goal-oriented planning to ensure you're well-prepared for a secure financial future.

RETIREMENT PLANNING

We provide retirement planning through a comprehensive financial strategy, which includes assessing income sources, estimating expenses, optimizing savings, and managing assets to maintain individuals' desired lifestyle post-retirement.

TAX PLANNING

We provide short-term and long-term tax planning solutions for your portfolio and offer competitively priced tax preparation services.

INSURANCE

We assess your insurance needs, considering your income, expenses, debts, family size, and financial goals. We then offer tailored insurance recommendations to provide comprehensive coverage.

Why Choose Us?

Unbiased Recommendations

We use a fee-based structure to ensure impartial advice tailored to your financial goals, free from conflicts of interest or hidden agendas.

Long-Term Financial Planning

We prioritize your long-term financial success by developing comprehensive strategies that adapt to your evolving needs and goals.

Comprehensive Service Offerings

We have various financial services, from investment advice to retirement planning, tax preparation, insurance solutions, and more.

What Our Clients Are Saying

  • "Stephen Roos and his Team have been our trusted financial partners since 2007. More recently we have been in the most capable hands of Ashley Cyr. She is extremely professional, knowledgeable and provides us with well thought out recommendations and helpful guidance. But no team is complete without outstanding support - thank you Erika! We would not hesitate for a moment to recommend this team."

    -Marilyn

  • “Working with the entire Stephen Roos Team has always been an absolute pleasure. I have been a client for several years, and the service has been consistently superior. I deal primarily with Ashley Cyr, and she truly excels at what she does. The financial knowledge and guidance is also always delivered in the most professional and friendly way possible. Would certainly recommend this entire team.”

    -C.K.

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