Wealth Management

At a certain stage of life, we often begin to see success in more personal terms. 

 You appreciate the importance

        Of maintaining your own personal standards,

        Of clarifying your own goals, keeping your own counsel.

Of seeking the support of those you have come to know and depend on ~ and who have demonstrated, over time, their commitment to you.

A Very Different Approach

NPT Wealth Management Inc. is a distinct financial entity within NPT’s growing family of professional services.  Its role is to apply the same personal attention, insight and prudence to the managing of your wealth as we already do in your accounting and business consulting.  This represents a very different approach from most of the investment industry.  Typically, the buy and sell decisions of investments are based on short-term collective considerations – market signals, fund strategy, benchmarks.  They are not driven by your individual financial needs and life goals.  Theirs is a mass-market, off-the rack approach, which simply cannot afford to accommodate your unique personal character. 

Accountable to You

The approach of NPT Wealth Management Inc. is very different.  Our process begins and ends not with the market, but with you.

For more information contact:

Jonathan R. Townsend, H.B.Comm , C.A. , C.F.P.
NPT Wealth Management Inc.
519-432-5534 ext.316
jrtownsend@nptca.com