Why we are different
With each of our clients we take the necessary time to understand all their financial needs, and not just their investments. We strive to provide our clients with the highest level of financial services in order to furnish our clients with the peace of mind that we are always acting in their best interest. We understand that trust is the single most important ingredient when building a successful relationship with our clients. It is the hardest thing to gain and the easiest thing to lose. At De Thomas Wealth Management trust is the only thing that matters in building a long standing relationship with our clients.
Founded in 1987, our main priority was to remain independent to ensure that we could provide our clients with objective and unbiased advice, without any outside interference from "big bank" shareholders or corporate mandates promoting "in-house" products. We are proud to say that De Thomas Wealth Management remains independent. Our independence allows to truly personalize our advice to each of our clients unique investment goals and objectives. And by promoting a culture of independence, we are able to reassure our clients that their best interests are always our number one priority.