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Client Experience


We were inspired by the late Steve Jobs, co-founder, chairman & CEO of Apple Inc., when we designed the Aura Wealth Management’s client experience. 

Steve Jobs believed people didn’t wanted to be experts in computers; they only wanted them to work.  We know you don’t want to be an expert in financial services; you just want to know that your financial plan works for you.

Like the products Jobs helped to create, you can rest well knowing that behind the simple and elegant experience, there are sophisticated mechanisms that enable your plan to work.  Everything from paperless statements and electronic financial plans and processes to make sure your financial life is always up to date.  You won’t have to worry if your loved ones are cared for, if your money is invested properly, or if your business agreements are up to date.

We use the latest innovations from the financial industry.  If there is a way to earn you tax free income or make sure your family isn’t left with large liabilities after you pass away, we make certain we are on top of any regulatory changes or product developments that will help your personal situation.

Even though we have technical expertise in financial planning, we care deeply about the relationship we have with our clients and work very hard to nurture them for the long-term.  The relationships we have with our clients are our number one priority.

We are here to make your financial experience unique and tailored to fit your life… custom is the standard.