We combine Expertise, Collaboration and Results to help you reach meaningful goals for yourself and your family. Collaborative planning, solutions-based investing, and innovative, resourceful service form the foundation of Cedar Rowe’s relationship-driven approach to wealth management.

Comprehensive Wealth Planning. We help you make clear and committed financial decisions around what is important to you and your family. We do this through comprehensive strategies that include financial planning, tax and estate planning, business succession planning, multi-generational family planning, and philanthropic planning.

Tailored Investment Solutions. Our mandate is to preserve your investment capital and grow it responsibly over time. Guided by goals, constraints and risk preferences that we collaboratively develop with you, we design and manage cost-effective, tax-efficient investment portfolios designed to achieve your total return objectives.

Exceptional Client Service. We are in business to serve you and your family—consistently and continuously delivering a level of service unsurpassed in our industry.  Our goal is to exceed your expectations by anticipating and promptly responding to your needs and requirements, resulting in an exceptional client experience.