Marleena Markham

Background

About Marleena Markham

Our team is dedicated to managing wealth and creating financial peace of mind for our clients and their families. Using lifestyle planning and our Model Portfolio as the cornerstones of our wealth management practice, over half of our high-net worth households have entrusted us with building and managing their wealth for 20 years or more - and in some instances we are starting to advise the third generation of our clients as they enter the workforce and start their own careers and families. Our client relationships are of utmost important to us and we approach each household with a sincere commitment to working alongside our clients to grow and preserve their wealth, and to better understand and have peace of mind around how their finances fit into their lives. In our investing, we approach each business as if we are owners ourselves, and take pride in understanding the companies we own, the markets they partake in, and the values and standards with which they operate. We provide our clients with full service and discretionary investment management, with an investment style focused on long-term vision and high level of conviction in the choices we make. Continuously earning our clients' trust is paramount in guiding everything we do and we deepen client relationships as we work together towards their particular goals - whether they are starting to build their portfolio, saving for their children's educations, are business owners looking to sell their business, currently enjoying their retirement years, or crafting their legacies through planned giving and the tax efficient transfer of wealth to the next generation. Let’s work together to discover how we can best make your wealth a foundation of security for you and your family. Wealth Management | Lifestyle Planning | Discretionary Portfolio Management | Legacy Planning | Insurance