We provide a firm foundation from which to guide our clients in building and managing their assets and their futures. We focus on satisfying a diverse clientele through a comprehensive, conservative and disciplined approach to wealth management and a commitment to providing objective advice.
Drawing from a wide array of experts and resources offered by Canaccord Genuity Wealth Management, Dubin Wealth Management offers our clients the superior structure and support of a large financial institution along with an independent, personal and client-focused service. We are able to offer customized investment strategies to meet a broad array of sophisticated needs, including investment portfolio management, financial and estate planning, cash management, capital markets access, and insurance. Our end goal is to fully understand your circumstances and to have in place an appropriate strategic asset allocation that is consistent with your goals and risk tolerance. After gaining a full understanding of your objectives we will build a customized, comprehensive investment strategy that is tailored specifically to you.
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Dubin Wealth Management