Megan Sutherland
BA, CIM^®, FCSI,CDFA

My Background

When it comes to making decisions about your wealth, you need people on your side that you can trust. Your wealth is not only intricate, but also dynamic. We understand that your goals are going to change over time, and that choices made today affect the future. This is a responsibility we take seriously and are enthusiastic to navigate with you, side-by-side. She provides top tier advice to high net worth families, individuals and businesses. Offering the following services: Financial planning, Investment planning, Wealth advisory, Retirement planning, Business planning and succession, Estate and insurance services, Tax planning and minimization strategies, and Charitable giving.