Wealth Management
Our clients count on us to grow and protect their wealth for a secure future and a simpler today.
Build Wealth, Protect It, and Enjoy a Simpler and Better Life.
Wealth management is about protecting the wealth you’ve created, growing it to meet your goals, and ensuring your aspirations for the next generation are recognized. What does it take to succeed? It demands planning and discipline, but the difference maker is an expert wealth advisor who continuously identifies and manages uncertainty and risk so you don’t have to.
Business owners often face high-stakes opportunities to create wealth, which can bring an elevated level of risk. The ONYX advantage? We leverage the skills of our in-house experts, as well as our Navacord nationwide wealth management partners, enabling our teams to identify interconnected risks for business owners and offer comprehensive strategies and solutions for their wealth planning needs.
As your wealth advisor, ONYX works closely with your accountants, lawyers, and other trusted advisors to create a wealth management plan that adapts to take advantage of opportunities and helps you enjoy a simpler, better life. We review every aspect of your financial situation, identifying what may prevent you from achieving your goals and proactively planning to overcome potential risks.
Our approach looks at everything you’re doing (and everything you’re not), helping us devise a wealth management strategy that not only helps your wealth grow but aligns seamlessly with your goals for the future.
OUR SERVICES
Investment Management
As relationship managers, we focus on fostering enduring partnerships with our clients. Beyond mere investment management, we take pride in being integral allies, offering guidance and support essential to your financial well-being. Central to our partnership is a commitment to keep you informed about pertinent topics, coupled with tailored advice aimed at safeguarding and enhancing your investments.
At the heart of our approach is the customization of portfolios, aligned with your goals and objectives. We understand each client is different, and craft personalized investment strategies specific to your circumstances, including curated insights, alerts, and resources. This way, you remain informed of relevant developments and are equipped to navigate the financial landscape.
Being an independent financial services firm, we hold objectivity paramount, offering unbiased advice across all facets of our wealth management process. Our dedication lies in empowering our clients to thrive financially, both in the present and as you plan for the future.
OUR SERVICES
Retirement Planning
Our retirement planning service is designed to help you achieve your financial goals and enjoy a comfortable retirement. We take a holistic approach, considering your current financial situation, future aspirations, and risk tolerance to develop a tailored retirement strategy.
From optimizing savings and investment allocations to maximizing tax efficiencies and creating sustainable income streams, we guide you every step of the way. With our expertise and personalized approach, we aim to empower you to retire with confidence and live the life you’ve always envisioned.
OUR SERVICES
Insurance and Estate Planning
Our comprehensive insurance and estate planning services help safeguard your assets and provide peace of mind for you and your loved ones. We tailor personalized strategies to protect your wealth, minimize risks, and ensure the seamless transfer of assets to future generations.
With our expertise in insurance solutions and estate planning, we help you navigate complex legal and financial landscapes, securing your legacy and preserving your wealth for years to come. As an independent financial services firm, we have access to an extensive list of insurers that specialize in Life, Disability and Critical Illness insurance for every stage of life and for a multitude of personal, family and business scenarios.
OUR SERVICES
Business & Farm Continuation and Succession Planning
At ONYX, we understand the importance of preserving your legacy and safeguarding the future of your company. Our ability to help clients navigate through the complex business continuation and succession planning process ensures the seamless transition of your business to the next generation or chosen successor.
Our comprehensive approach encompasses identifying and addressing key risks, developing tailored strategies for ownership transfer, and implementing contingency plans to mitigate unforeseen challenges. With our expertise in business continuity and succession planning, we provide peace of mind, enabling you to focus on your business’s continued success while preparing for the future.
OUR PROCESS
ONYX GPS – A Proven Approach to Wealth Management
We created the ONYX GPS process from several decades of experience helping clients grow and protect their assets, addressing the specific risks they face, and planning for a better future.
Guidance
We start by assessing your goals, concerns, assets, income sources, and risks – determining how well your current wealth profile supports your objectives. From there we run financial scenarios, risk assessments, and data modelling to find areas that have the biggest impact. This reveals what will make a positive impact.
Planning
Based on our analysis, we create a strategic wealth plan, unique to you and your situation. Our plan is thorough and carefully considered to provide you with intelligent, fact-based recommendations so you can evaluate your options before coming to an informed decision.
Stewardship
As we implement your plan, our role shifts to active stewardship. We continuously manage, review, and adjust your plan to suit your evolving needs and address changing conditions. Regular consultations and reviews are integral to success. Every member of your ONYX advisory team is in tune with your needs and ready to address any questions or changes that arise.
OUR PEOPLE
Advisors and partners in your business success.
At ONYX Financial Group, our team is dedicated to more than crafting wealth management plans; we build lasting relationships. With years of experience, our advisors provide the expertise and insight necessary to guide you, fostering connections that often extend for decades. Meet the dedicated professionals at ONYX – the driving force behind our successful financial strategies and client partnerships.
WE UNDERSTAND YOU
Addressing Your Wealth and Investment Concerns
How do I protect my capital from market volatility?
Market volatility is inevitable and a normal part of growing your wealth. We understand this can be stressful, so we implement diverse, conservative investment strategies to help manage the risks associated with economic uncertainty.
How do I ensure the responsible growth of my wealth?
A risk-averse approach to wealth management is key to steady and consistent growth. We follow this strategy and stay ahead of changes to regulations and tax laws, communicating proactively and adapting your plan to ensure you stay compliant and your wealth remains secure.
Will I have enough for retirement?
Your wealth portfolio should be looked at with an eye for the future, no matter your age. Our comprehensive services include retirement, estate, and tax planning to help you prepare for the future and safeguard your long-term financial security.