What is Wealth Management?
Wealth management is the opportunity to reach your financial goals by managing your money through investing, which might bring you to your next question: What is investing? Investing is when you put money into an asset (there are many different kinds!) and over time, that money grows based on both the rate of return of the asset and compounding interest.
Whether it be a long term or short-term savings goal you want to achieve, we provide our members with a variety of ways to attain it. We pride ourselves on offering specialized strategies depending on your where you are right now and where you want to be, financially. When you invest with a Mainstreet advisor, we create your custom financial plan, equipped with the investment solutions that are best suited for you.
Take a look at our wealth management solutions below, including advisor-led investing with a Mainstreet specialist or virtual investing with our partner investing firm.
Ways to Invest
Invest with a Mainstreet Advisor

Advisor-Managed Investing

Private Wealth
Invest on your own

Qtrade Guided Portfolios
