safeguarding families for more than 20 years
Sawchuk Wealth was founded in 1997 to serve wealthy individuals and families. For almost 25 years we’ve worked with families like yours to protect wealth, plan for the future, invest wisely, and pass wealth to the next generation. We’re invested right beside you, and every recommendation we make, we’ve made for our own family.
Today, Sawchuk Wealth services an incredible group of affluent families with $1 to $10 million in net worth and an appreciation for feeling like the only client of our firm. But while we take a traditional approach to client service, we are always looking ahead to incorporate the best tools, technologies, and resources on behalf of our clients. Our commitment is to do whatever we can to ensure that our clients’ interests always come first.
Terry Sawchuk, CDFA®
Founder, Chief Wealth Strategist
Terry Sawchuk is the Founder and Chairman of Sawchuk Wealth, an old school wealth management firm with a forward-thinking perspective. He is responsible for the development and refinement of Sawchuk Wealth’s proprietary Overwatch System, which helps clients anticipate and mitigate both known and unknown risks while streamlining the complexities of the financial planning process for affluent individuals.