Am I Eligible?
Does my level of wealth require management?
Put simply, wealth management is about taking the best possible care of you and your family’s financial needs. We believe this is something that everyone can benefit from, no matter how large or small those needs may be.
We understand that everyone’s financial needs are different, which is why you won’t find a ‘one-size-fits-all’ plan with Wellesley – instead, you’ll have the chance to grow a personal and long-lasting relationship with a chosen adviser who understands how best to manage your personal wealth according to your wishes.
The question isn’t whether you are eligible – it’s whether you’d like to begin taking control of your personal wealth.