Amanda Graham-Rowe, Cpa, Ca, Cfp®, Clu Email & Phone Number

Our personal and financial lives have become increasingly complex. That's why I believe there’s never been a more important time for truly integrated wealth management.My practice works with a range of clients and their families including professionals, corporate executives, and business owners. Our approach works across multiple generations within the family to create retirement and estate plans designed to minimize taxes and maximize capital. This helps to ensure wealth is protected and preserved for generations to come.We look at every dimension of your financial life – not just investments. A well-built plan will grow and adapt as you do, employing customized solutions. It should encompass all factors that can impact your wealth like taxes, health struggles, family dynamics, and important life transitions (death of partner, career change, marriage, etc.)I learned about financial planning from my mother. Her passion and conviction always put clients first, and she was rewarded with lifelong trusting relationships with those she helped. I strive to accomplish the same with my clients and be a trusted point of contact for years to come.Forming lasting relationships is at the heart of everything we do, and this sets us apart from other advisors.

Listed skills include Holistic Financial Planning, Life Insurance, Estate Planning, Retirement Planning, and 13 others.