My wife and I had an excellent experience and highly recommend their services. Initially, I was a bit skeptical due to my limited knowledge but after each meeting, I grew more confident in their approach and expertise. From start to finish, Rianne was exemplary in every way. The communication was top-notch—they were incredibly responsive and made sure to explain their comprehensive process clearly. It’s rare to find a team that truly listens and guides you with such care and attention to detail. I’m confident in their services and look forward to continuing our partnership.

Rianne de Castro has been an incredible advisor to work with! She was patient, thorough, and took the time to make sure I fully understood every element of my plan. She was also incredibly responsive, always getting back to me quickly whenever I had a question. I highly recommend working with her!

I have been a client since 2021 and the quality of service they provide is outstanding! Rianne is extremely professional, knowledgeable, superb communication and flexible to work around your schedule. Rianne is always quick to answer any questions I have whether it be through email or text at anytime of day! I love how flexible she is especially with having two little ones it’s not always easy to sit down over zoom. I can just send her a quick message and know confidently that she will handle it, start the paperwork and get it done in a timely manner. One of the things I love is that they genuinely have your best interest above anything else. If you’re looking for a new financial planner or would like to get started I highly recommend Rianne.

So far my experience with my wealth advisor Rianne DeCastro, has been excellent. I am new to the process of wealth management. Rianne took the time to clearly explain what it is, what is involved, and what my wealth management options were/are. She has provided very useful guidance on how to best management my money going forward into the future. I would recommend Rianne for those seeking help in wealth management.

My husband and I were referred to Rianne and her team from a well trusted friend and we are thankful everyday of this connection. As newlyweds, we needed direction on how to invest our income and plan ahead for our future family. Luckily Rianne was able to help us navigate through with ease. Rianne is polite, respectful, and very down to earth when it comes to questions regarding finances and our future. She truly cares about how we want to live our lifestyle and has provided education to us in many ways. We would strongly recommend them to anyone looking to invest.

My wife and I are blown away with their expertise, professionalism, and performance. Rianne took so much time and care to get to know us, our lifestyle and our retirement dreams. She has educated us and simplified things and had amazing ideas for us to reach our goals earlier! She’s always made her self available to us and has cultivated a great relationship with us! We have so much trust in her and couldn’t be happier we left the bank for our investing needs! Thank you Rianne!!