About Us - Wealth & Financial Matters Ltd.

About Us

Wealth & Financial Matters Ltd. is a distinguished financial advisory firm dedicated to guiding individuals and businesses toward financial success. With a commitment to personalized service and a comprehensive suite of offerings, we stand as a trusted partner in wealth management.

Our Values

✅ Integrity – We uphold the highest ethical standards, ensuring transparency and trust in all financial dealings.

✅ Client-Centric Approach – Your financial success is our priority; we tailor strategies to fit your unique goals.

✅ Excellence – We deliver top-tier financial expertise, leveraging cutting-edge market insights and technology.

✅ Innovation – We stay ahead of financial trends, offering modern investment and wealth management solutions.

✅ Long-Term Relationships – We build lasting partnerships, guiding you through every stage of your financial journey.

Stacy Reynolds
Chairman/CEO
A seasoned industry leader with over 20 years of experience in wealth management and financial advisory.

Bruce K. Colburn
Chief Financial Officer
Oversees financial operations, ensuring fiscal responsibility and financial stability.

Peter Wray Robert Rupard
Chief Operations Officer
Leads operational strategies to optimize client services and business efficiency.

Paul Anthony Thomas
Company Secretary
Manages corporate governance and regulatory compliance.

Vilma Akpestemalciyan
Chief Operations Officer
Provides legal guidance to safeguard client interests and ensure ethical operations.

Robert Kukaki
Operations Cordinator
Leads operational Project strategies to optimize client services and business efficiency.

Our Partner

Our team

Our team of seasoned financial experts is dedicated to guiding clients toward financial success, offering personalized solutions that align with their unique goals. Whether you’re looking to build your investment portfolio, plan for retirement, or secure your financial legacy, we provide the expertise and insight to make informed financial decisions.

Our Vision

Our vision is to be a leading financial advisory firm, recognized for excellence in wealth management, investment strategies, and financial education. We strive to create a future where individuals and businesses achieve financial independence, security, and prosperity through informed decision-making and strategic financial planning.

Our Mission

At Wealth & Financial Matters Ltd., our mission is to empower individuals and businesses with tailored financial strategies that promote stability, growth, and long-term wealth. We are committed to delivering expert financial planning, investment management, and wealth protection solutions, ensuring financial confidence for our clients at every stage of life.

Our Goal

At Wealth & Financial Matters Ltd., our goal is to empower individuals, families, and businesses with expert financial solutions that drive long-term wealth creation, financial security, and economic success. We are committed to: Providing Tailored Financial Strategies – Offering customized financial planning, investment management, and tax optimization strategies.