'Wealth Management' is a distinct field of practice through which qualified financial professionals assist clients achieve their goals and objectives related to the accumulation, protection, and distribution of capital.
We Design Investment Portfolios to Generate Ongoing Increasing Income/Cash Flow Streams + Compound Capital Appreciation + With Reduced Risk/Volatility.
We are Fiduciaries. We Represent Your Financial Interests. We are Independent and Objective.
Domestic and Foreign Investment Portfolios Optimized for Tax Efficiency.
John H Bishop, CPA is our leader. Much of John's success can be attributed to his unwavering integrity, discipline, technical competence, and commitment to excellence. He has been a trusted advisor to numerous corporate and individual clients over the decades.
Mr. Bishop obtained much of his financial expertise whilst with the professional services firm of Ernst & Young; at their Toronto, Ontario, and Silicon Valley, California offices.
John H Bishop is a Certified Public Accountant (USA), and a Chartered Professional Accountant: Chartered Accountant (Canada), and is the leader of 'Wellington Capital Advisors, LLC'.