At Barbu Wealth Management, we implement a strategic approach to wealth management. This entails structuring and integrating the client’s wealth management plan with their investment strategy. By understanding the totality of each client’s wealth, we empower them with comprehensive, long term strategies that provide peace of mind. Our range of bespoke services are backed by a network of trusted and specialized professionals, allowing the client’s unique financial objectives to be integrated in a unified wealth management strategy.
Valuing a high level of transparency and accountability, we provide our clients with access to in-depth performance reporting, projected income statements, individual security holdings, fee summary reports as well as with any other additional reporting requested. We offer competitive pricing on portfolio management fees that is easy-to-understand and is fully disclosed in the early stages of client communication before committing to proceed. An investment fee report is given to each client which may be further used for tax deductibility on non-registered accounts.
Our team welcomes the opportunity to work with the client’s existing professionals as an ongoing service. This coordinated communication strategy provides further assurance that the client’s wealth management strategy remains in alignment with their objectives.