Anne Wildfong, BBA, CIM^®, FSCI, CFP^®

“I truly enjoy helping my clients identify the core purpose of their portfolio, so I can provide solutions that give them comfort in knowing their financial future is secure.”

Drawing from more than 30 years of experience in the financial services industry, I understand my clients’ personalized needs and build wealth management strategies that closely align with them. 

Wealth management is more than managing a portfolio – it’s about managing how you relate to your wealth too. What are your portfolio expectations in the short and long term? A solid portfolio should encompass wealth accumulation and preservation, long-term growth, estate planning, and tax efficiency. 

Educating my clients and their families is a key part of what I do. This helps the next generation get on the right track, and gives parents peace of mind in knowing their loved ones will be okay. 

My experience consists of working with families, business owners, institutions, and individuals through various life stages and milestones. Partnering with them through both good times and challenges, so they feel well taken care of, is the most rewarding outcome for me.