What’s it like working with the Patterson & Associates Private Wealth Management team? The process begins with listening—understanding your priorities, your goals, and the challenges that keep you up at night.
Then comes the framework: a structured wealth planning process that connects every part of your financial life, from investments and tax to estate and business succession.
The goal is confidence—a clear understanding of where you are, where you’re going, and how to get there.
Book a meeting today to start building a wealth planning strategy that reflects your goals and protects everything you’ve worked hard to build—right here in Victoria and beyond.