Introduction

We at Consortia specialize in tax efficient investment and risk management strategies as an integral part of our vision to offer every client a "Lifetime Wealth Management Strategy".

Our "think like a client" mantra motivates our team of experts to apply an integrated approach to building the client’s wealth plan; which includes insurance protection and greater tax efficiency throughout the lifecycle including one’s estate.

We construct diversified and time tested portfolios that surpass traditional investments, to include real estate and annuities.

Building relationships is the foundation of Consortia’s success and we firmly believe that this extends beyond financial performance. Our team will work closely with you and your family to ensure that your personal and financial goals are being met. From the moment you meet with us, receive your plan and receive your regular updates, we want you to feel cared for and secure.

We hold ourselves to the highest quality service standard and therefore can expect us to make every conceivable effort to ensure your needs are met. Whether you are in your accumulation or decumulation years, we realize that success is a direct result of unwavering dedication. We plan to manage your wealth with the same commitment.

 

 

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