Confidence. Clarity. A guide on your financial journey.
We live in interesting times.
Caldwell Wealth & Estate Advisory exists to support and guide our clients – along with their families and businesses – in a life-altering transformation, from concern to confidence, from confusion to clarity.
It’s a journey most of us want to take, and we believe no one needs to take it alone.
“To live is to choose. But to choose well, you must know who you are and what you stand for, where you want to go and why you want to get there.” ― Kofi Annan
“Jason gets us and our goals, he see’s our big picture and believes in it, assisting us and advising courses of action to get us where we need and want to be. ”
“I have worked with Dan Lambert and Michael Caldwell at Caldwell Wealth for nearly a decade. I have been very pleased about my experience with each of them.”
“Rick has provided financial and insurance services to me from the time I finished university and he has seen me through many life changes as I started my career, got married and started a family. I rely on him for his advice and deeply appreciate his wealth of experience and knowledge. I can trust him to provide me with a balance perspective and feel confident in depending on him through every change.”