Our Approach

At Symphony, we create an environment where clients feel comfortable, informed and heard. We recognize that others in the financial services industry often speak in acronyms, talk down to clients, are ineffective communicators or simply don’t listen. We seek to make your experience at Symphony different.

At Symphony, we appreciate that no two lives are the same and that your financial planning and investment management should be fully aligned with your evolving lifestyle.

Other firms may force you into rigid boxes and push cookie cutter solutions. We never will.

We always have a plan B. We want you to have a plan B as well.

We believe in kindness.

We want to understand you. We also want you to know us and to know that we take a risk controlled approach to planning and investment management.