Templewood Wealth was founded with the objective of providing services that clients view as indispensable after their initial experience with us. We would measure our success not by the number of clients but by the depth of each client relationship. This is because we view every interaction as the chance to build a lasting relationship. 

We aim to offer a unique and innovative proposition where we believe our added value is the tailored approach to each client. Our exceptional dedication to service, open-architecture approach, comprehensive engagement, and expert knowledge defines the overall client experience. 

Each individual or family we work with has their own unique set of assets, goals and objectives. We devote significant time and resources to each client we serve. By fully understanding and being involved in our clients overall financial picture, we are better able to help them reach their financial aspirations.

Jason Waters

Managing Director