With over 109 years of combined experience, the Okanagan Wealth Advisors, HollisWealth are a professional & local financial planning team helping their family of clients to build confidence in their financial future.

First Quarter 2019 Update

In this issue: Market Reflection, Looking Ahead, Performance Commentary, Added/deleted Investments, Coach’s Corner, Performance Data

Okanagan Wealth Advisors Team

Vision

Let’s work together to define your vision of your future and to create a roadmap towards its achievement.

Commitment

Our team makes a commitment to making you and your families biggest life goals a real life experience.

Lifestyle

Our commitment to your vision will help you enjoy your ideal lifestyle, in our beautiful Okanagan Valley.

Your Vision.
Our Commitment.
Your ideal lifestyle.

Professional Financial Planning Designations Matter!

Trust your hard earned savings to those who have higher industry designations! We have the highest industry designations!

Now Accepting New Clients

Start working towards your financial goals and dreams now with professional, personalized financial advice. Contact us today to book a meeting with Okanagan Wealth Advisors.

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