1867 Private Wealth Management, located in scenic Kelowna, British Columbia, is an upscale boutique independent financial advisory group within Raymond James Ltd. With over 80 years of industry experience, they focus on designing investment portfolios to ensure the financial well-being of their clients, catering to wealthy individuals, families, business owners, executives, professionals, and retirees.
Specializing in retirement planning, estate and charitable planning, investment management, and risk management, 1867 Private Wealth Management is committed to delivering superb advice and exceptional service with their clients' best interests in mind. Their innovative and holistic wealth and investment strategies are tailored to meet the unique needs and goals of each individual client.
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