CONTACT

COVID-19 Update


We are proud to continue providing an exceptional financial journey for our clients no matter the circumstances. We have addressed the challenges put forth regarding the COVID-19 pandemic and are continuously working around the clock to deliver the same quality of service to each of our clients. We are functioning as normal while ensuring the safety and well-being of both our clients and advisors. Please reach out for any questions you may have for us.

 

Discover Our Suite of Services

Wealth Management

Our professionals recognize the depth and complexity of managing wealth. We design a holistic approach for every client that is clearly executed with a single Sona Wealth manager. With our expertise, clients benefit from comprehensive portfolio management and financial planning, where we implement a diverse combination of tailored portfolio elements to achieve maximum liquidity.

Asset Management

Our clients strongly benefit from our multidisciplinary financial management expertise, customizing unique strategies for complimentary asset management. Sona Wealth devises a systematic approach to the dispersion of every client’s wealth while moderating risk areas.

Investment Strategy

By tapping into unique opportunities, our team provides market knowledge and global investment partners to present the best opportunities for our clientele. Our professionals work directly with clients to understand investment goals, manage current and future transactions, and take advantage of exclusive opportunities to achieve a holistic financial experience.

Estate Planning

Sona Wealth understands the difficulties of estate planning and the importance of preserving family wishes. We handle these delicate personal and financial matters with respect and transparency. We guide every client through the will and trust planning, efficient transfer of wealth, and family education to ensure a smooth transfer of estate.

Philanthropy

Philanthropic endeavours allow clients to support causes they feel connected to. We streamline philanthropic desires, from research to action and the ongoing monitoring of gifts and donations. We support our clients in various philanthropies such as family foundations, charitable trusts, and one-time or reoccurring gifts.

Concierge

We know how difficult it can be to juggle daily life and household tasks while consistently reaching high standards. We provide exceptional concierge services, from health & fitness specialists to house managers, event, and travel planners.

Webinars

Winter Webinar
05/01/2021 - 17:00 pm

Effects of Stimulus
Massive global stimulus packages are lifting national economies but can threaten to raise bond yields and inflation.

Spring Webinar
06/04/2021 - 17:00 pm

Housing in Demand
The housing and real estate boom has the potential to last as investors turn to hedge bets against inflation.

Summer Webinar
05/01/2021 - 17:00 pm

Investing in Commodities
Tight supply with rising demand may lead to a revival in commodity prices in the post-pandemic economy.

Autumn Webinar
16/11/2021 - 17:00 pm

What’s Next for Digitalization?
Retail stores have quickly adopted digital offerings in the last year. Will this continue to be the trend for other sectors?