The HollisWealth Welland team provides Niagara residents with a comprehensive range of wealth and financial management services provided by experienced CERTIFIED FINANCIAL PLANNER® professionals and investment advisors.
Building your unique investment portfolio requires thought and consideration. Learn how we can help you choose investments that meet your needs.
Trust & Estate Planning
Our estate planning services help Welland and Niagara residents efficiently transfer wealth from one generation to the next, regardless of complexity.
We work with you to understand your full financial situation so we can provide a retirement solution that will support you through your entire life cycle.
A sound financial picture includes tax planning. We offer our expertise to help Niagara residents minimize the tax impact on their financial plans.