General Info

After nearly 40 collective years of experience, Basilica Wealth Management was established by its founders to change the way business is done in the financial services industry. The firm is based on the idea that each and every client should be able to tailor and control every aspect of their relationship with their investment advisor, right down to the price they pay for service. We do not have a "one size fits all" advisory approach. At Basilica Wealth Management, the client designs their own relationship blue print with our Relationship Architect model. We believe this is the only way to deliver a truly boutique client experience while maintaining a fee efficient model; and avoiding the cookie cutter type investing some other firms, large and small employ. BASILICA has eliminated the traditional barriers in the relationship between clients and advisors by letting the client set the price, because the client sets the price based on what they need from BASILICA, not the other way around. Imagine working with an advisor who is never going to send an arbitrary fee increase letter. The fee structure will be completely determined by the client based on their unique situation. Clients all have unique goals, objectives, portfolios, a personalized level of support, and their fees should reflect this. As those needs become more complex, clients can expand their service.