What Our Clients Say
“Over the years we’ve been incredibly grateful for Stephen’s invaluable knowledge, expertise and support. Stephen made a point of getting to know us, which makes his financial recommendations relevant to our personal goals. He genuinely cares, walks us through everything, and provides us with the confidence to make investment decisions. Stephen is on-top of every detail and is extremely responsive to answer any questions we have. He’s patient and generous with his time, dedicated to providing service that is above and beyond. We are incredibly grateful for his guidance and advice and trust him implicitly.”
Tom & Chelsea Coyle (Director / Associate Creative Director)
“I have had the pleasure of working with Stephen as a financial advisor for several years. He has demonstrated an unwavering commitment in helping my family build and manage our wealth. He takes a great interest in understanding our financial goals and creating a pathway to best achieve that through his client-centered approach. I am comfortable in making informed financial decisions guided by his deep expertise of the financial landscape. More importantly, his character and values shine through in how he shows up for us with integrity, thoroughness, and passion to support us.”
Rodney Noriega (Senior Manager)
“As someone who isn’t well versed in finances, I greatly appreciate Stephen’s patience in explaining complex concepts to me. His personalized approach has helped me make informed decisions, and I feel confident knowing that he’s always looking out for my best interests. With Stephen, I know that my finances are in good hands, and I’m grateful for his expertise and guidance.”
Rina Lou (UX Designer)
“Stephen has been my financial advisor through multiple phases of my life, and it has been a complete privilege to work with him in an effort to secure my financial future. He has been providing me guidance since the start of my career, through to when got married, and even now that I am father of two young children. And through each stage of my life, wherein my personal, family and professional goals continuously evolve, so does Stephen’s advice and care. He takes a genuine interest into what matters most to you, and tailors that into a personalized, client/family-centred financial roadmap – one that leaves you feeling confident in your family’s wealth and security not just now, but in the foreseeable future. Given all the opportunities Stephen has opened up for us with his financial advice, I have no reservations in recommending him and his services to those in any spectrum of life. “
Patrick Teodosio (Nurse Practitioner)
“We have been working with Stephen for over six years. He understands our goals and values, helping us make financial decisions that align with them. We appreciate his accessibility and willingness to address all of our questions and concerns.”
Nathan and Megan Rumohr
