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Trusted. Local. Independent.

Wealth management that revolves around you

Waddington Wealth Management Group provides retirement and financial planning solutions for families and professionals. We work hard to earn and keep our clients’ trust by working with them to create and execute a strategic plan to match their goals and objectives.

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Services Overview

Investment Management

We aim for the best possible returns and the lowest possible costs, giving our clients the results they deserve and the retirement they have worked hard to achieve.

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Financial Planning

We work with our strategic partners, including Canaccord Genuity Wealth Management’s wealth and estate planning specialists, to create and execute a comprehensive financial plan to bring your goals within reach.

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Investor Insights

We are committed to keeping our clients informed and educated on the financial topics and news that affects them and their families. Follow our blog to stay up-to-date on the topics that matter to you.

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Testimonials

Our Values

Driven by your success

You are unlike any other investor in the world. That’s where we start. Our entire model is built around you — your goals and your vision of success. To us, each situation is unique and deserves a customized and tailored solution to help you achieve your goals, as you define them.

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