The Bob Ewen Wealth Management Group is excited to announce a new strategic alliance with the Krizmanich Group. This alliance will allow us to increase the full service opportunities available to you, with the added benefit of working with a highly experienced team of professionals with over 100 years’ of wealth management experience.
The Ewen-Krizmanich Group will continue to offer professional portfolio management and specialized reporting you are accustomed to receiving. Our service offering to you will be enhanced going forward as we utilize synergies and additional resources. This alliance will allow us to fast track additional expertise in the areas of portfolio management, retirement, estate, insurance and tax planning.
The Ewen Group will continue to be your direct contact for all investment discussions, questions and/or requests.
Forming this alliance has been worth the considerable time investment as it provides an incredible opportunity for you, our valued client.
Highlights of the new Ewen-Krizmanich Group: