Who We Serve

We serve business owners and their families who value family life with their legacy. Your business is an integral component of your overall wealth picture. Designing and implementing a financial strategy that bridges the gap between your business and personal financial life is the key to your long-term financial well-being.

You need a team with insight into the nuances you face as a business owner. You need a team that collaborates with you to create a comprehensive and anticipatory strategy with specific actions to grow and protect your wealth. From exit planning to legacy planning, Moffatt Financial Strategies offer solutions that extend beyond your portfolio.