At CI Dowling & Yahnke Private Wealth, we combine the personal service, creativity and objective advice of a boutique with the extensive resources and vast intellectual capital of an innovative industry leader to create a profoundly different wealth management experience. Our goal is to become the indispensable partner you call first to help navigate you through any financial, business or family issues that you may face—so you can stay focused on enjoying your journey.
We focus on exceeding client expectations each and every day and, thanks to our partnership with CI Private Wealth, we are in the uncommon position of being able to create solutions for even the most unique and complex of challenges. So whether you desire to live the retirement of your dreams, gain the ability to navigate life-changing events, sell your company and launch a new venture—or anything in between—we can help you.
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Everything we do—from the way we work to the way we approach client interactions—is rooted in these principles:
As fee-only fiduciaries, we focus on serving your best interests because we succeed when you do.
We are open and honest and take the time to ensure you understand your money, your investments, and your path.
We constantly seek to improve and expand the ways we can serve you in order to help you thrive and preserve wealth through any environment.
We have extensive expertise working with many types of clients and customize our services to reflect each one’s distinct objectives, priorities, and timelines.
Discover how we can help you on your journey. CONTACT US
