Some may call the Serviss Wealth Management mantra old fashioned:
Tell the Truth.
Make it Simple.
Word of Mouth.
Serviss Wealth Management is one of the largest independent financial planning firms in Kelowna BC. Serviss Wealth Management provides custom wealth management services to business minded clients, manages over $200 Million in client networth in Kelowna and Okanagan. Dustin has been featured as the number 1 Top 40 Under 40 leader in 2014 (and again in 2020) by the Kelowna Chamber of Commerce. Serviss Wealth Management and Dustin have been featured on Global News, KelownaNow.com, Castanet.net for community involvement and client satisfaction recognition. In 2017 Serviss Wealth Management was awarded the Top 10 Wealth Builder Award by its previous investment dealer (consisting of over 800 advisors). In 2018 Serviss Wealth Management was voted Top 3 Micro Businesses, and then won First Place Micro Business of the Year in 2019 in Kelowna by the Kelowna Chamber of Commerce.
- Same day response to questions.
- We are transparent – we disclose all fees and obligations up front and in writing.
- We take the quarterback role with your legal, accounting and wealth management advisors.
- We INCLUDE real estate into the financial plan and have in house Residential and Commercial Real Estate Professionals.
- We are fiercely Independent.
- We do not offer proprietary funds, thus avoiding conflicts of interest.
- Your advisory experience includes getting access to a tax-focused Chartered Professional Accounting team and a Corporate/Estate planning Lawyer.
- We are a diverse culture with many “outside the office” interests and passions.
- Overall fees are less than that of the average mutual fund.
My wife and I have found the Serviss Wealth Management experience much more than financial. The Serviss Wealth team has truly become our business partner and they are always finding ways to make our lifestyle better. Thank you. Dr Jeff and Dr Katrina – True Dental
- The Serviss Wealth Management Mastermind
- Personal and Corporate Accountants
- Estate Planning, Corporate and Litigation Lawyers
- Commercial and Residential Real Estate Professionals
- Mortgage Brokers
- Advanced Tax and Estate Planning Group
- Commercial Insurance Brokers
- Employee Benefit Specialists