Unlock Your Financial Future with Furlotte Hughes Investment Advisory Group
Experience You Can Trust
With over 60 years of combined expertise in the financial services industry, Furlotte Hughes Investment Advisory Group is dedicated to helping you achieve your financial goals and preserve your legacy.
Who We Serve
Whether you’re a business owner, a retiree, or a busy professional seeking clarity in your financial journey, we offer personalized solutions tailored to your unique needs. Our clients value our commitment to building long-term relationships through exceptional service and experienced investment advice. We also have extensive experience in helping endowment funds achieve their long-term obligations and financial commitments through professional asset management and Investment Policy design using time honored risk management techniques.
Why Choose Furlotte Hughes?
Your Financial Family
We treat our clients and their families like our own. Our approach is deeply personal, fostering multi-generational relationships that evolve with your life stages.
Comprehensive Wealth Management
In today’s complex financial landscape, we believe wealth management extends beyond investments. We guide you through every aspect of financial and estate planning, ensuring your goals are met as life changes unfold.
Tailored Solutions for Every Investor
Your priorities shape our strategy. We understand that each investor is unique, and we customize our services—whether for individuals, families, or institutions—to align with what matters most to you.
Our Services
- Investment Management
- Retirement and Estate Planning
- Tax Efficiency Strategies
- Business Succession Planning
- Charitable Giving Solutions
- Asset Allocation Strategies and Investment Policy design
By leveraging the extensive resources of the CIBC group of companies, we offer a comprehensive suite of products and services to keep your financial plan on track.
Let’s Start a Conversation
Ready to take the next step? Contact us today to schedule a meeting with our team. Together, we’ll build a financial strategy that reflects your vision for the future.
