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WHO WE SERVE

  • Families, business owners, and professionals who are looking for answers to the financial questions they have, and for the questions they may not know to ask.
  • Diligent savers that have accumulated over $250,000 of investable assets.
  • Looking to work with a team that delivers coordinated advice with a specialized approach for all their financial needs.
  • People who are looking for a better experience from their financial professionals.
  • People who want to maximize their potential, to live the way they would choose.

schedule a free 30-minute consultation

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We provide solutions to top wealth management challenges.

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Achieve Financial Freedom

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Minimize Tax Liabilities

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Eliminate Debts Quicker

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Manage Investment Risks

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Business Succession Planning

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Transfer Intergenerational Assets

Booked a meeting - What's next?

1

Discovery Meeting

2

Possibility Meeting

3

Vision Meeting

4

Connect & Adapt

Our first meeting is called our discovery meeting.

This is about getting to know you, your family, your existing financial situation, and exactly what you’d like to do and where you’d like to go. It’s also an opportunity for you to determine whether you’d like to hear more.
Our team puts together a formal possibilities’ presentation with the information gathered.

This looks at the areas our team believes we can add value and highlights what’s possible to achieve when you begin to act.  At the end of this meeting is where you determine whether Endeavour is a fit for your needs.
After signing on to become a client, you will be scheduled for a vision meeting.

Building off the two prior meetings, this is where you begin to work on the blueprint for your comprehensive financial plan.  We encourage clients to set no limits to the dreams and goals. Following this meeting, we engage our team of professionals to ensure we deliver specialized advice, the best advice related to all of your goals and needs.
Your Financial Plan should never be left on autopilot.

Through regular communication and interaction, we will adapt your plan to keep up with your changing life. We’re here to serve you exactly they way you’d like to be served. This means you can be as involved or as hands off as you’d like to be.