Noah Belcher Wealth Management Services

We work with individual clients and businesses to invest for the future. We take the time to get to know each client and their personal needs, goals, and objectives, to create a unique investment plan specific to their situation. We specialize in tax-efficient strategies for clients with complex investment portfolios, complex estates, international and cross-border assets, and complex tax liabilities.

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Personal Services

Whether you are interested in investing for the future, creating a risk management plan with insurance*, or planning for a goal such as retirement, we can help!

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How We Are Different

What sets us apart is stellar customer service & the best tax-efficient strategies for high-net-worth clients.

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Corporate

Our objective is to help business owners increase the value of their business with sensible solutions.

Become a Client

Noah’s mission is to serve others by helping them achieve their financial goals and objectives. His passions include working with entrepreneurs, business owners, and individuals who strive to make a positive impact in their community.

With a background in personal finance, wealth management, and corporate finance, Noah’s skill set truly makes him unique in the industry. His in-depth financial knowledge and experience allows every client to experience the highest level of service and education from a holistic approach.

He is a CERTIFIED FINANCIAL PLANNER® professional and Chartered Investment Manager. These designations are internationally recognized as the gold standard in the investment industry. "We work with each client individually to help him or her achieve an improved financial status. Each client’s success is our greatest reward."

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Noah Belcher BBA, CIM®, CFP®

  • Investment Advisor,
  • Industrial Alliance Private Wealth.
  • Insurance Advisor,
  • Belcher Wealth Management Inc.

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Denisse Rivera BBA

  • Licensed Assistant
  • Industrial Alliance Private Wealth.

“The financial education was such a nice addition over and above our expectations and we always look forward to coming back.”
Ian & Jess

“We needed a reliable and consistent investment approach which was delivered clearly – completely satisfied”. 

RC

“It’s nice to be dealing with investment specialists who truly care, & we continue to refer.”

Mike & Shara