Looking for a different kind of financial planning experience? At Deacon Wealth Management, we don’t offer generic advice—and we’re definitely not a call centre. When you book a meeting with us, you’re starting a conversation with a team that’s responsive, committed, and focused on your goals.
We take time to understand every part of your financial life. That means your investments, your family, your business, your goals, and the professionals already on your team. Then we connect the dots—coordinating everything with tax efficiency and long-term planning that helps protect your legacy and future.
Hands-on support, real peace of mind
Clients come to us because they’re tired of slow responses or surface-level advice. At Deacon Wealth Management, you can expect weekly market updates, timely communication, and thoughtful, in-person service. We’re hands-on, values-driven, and here to give you real clarity—through every stage of life.
Whether you’re a business owner thinking about retirement, an entrepreneur facing tax decisions, or a high-net-worth family ready to plan your legacy—we can help. Please contact Katie Brookes or complete the form to book time to discuss YOUR financial future.