Oakwater Wealth Counsel
Harbourfront Wealth Management
Wes Ashton had a memorable year in 2021 – his practice outpaced its record year in 2020 by more than 50%. He was also recognized on both WP’s Top 50 Advisors and 5-Star Advisors lists for the year.
But Ashton isn’t resting on his laurels. To keep pace with the rapidly changing investment landscape, he’s in the process of collaborating with two other principals to create a family wealth office that can provide clients with value beyond the tax, retirement, investment and other planning services they already enjoy.“
In years past, portfolio management and returns were the key metrics to measure success,” Ashton says. “Now, advisors are seen as confidants who provide counsel on a variety of matters and help navigate life events: declining health, passing of loved ones, divorce, family challenges such as mental health, etc. Being in a position to provide confidence and direction has been both rewarding and humbling and a responsibility I’d like to continue for years to come.”