Herr Wealth Advisory

Herr Wealth Advisory brings Financial Planning expertise to the Kingston, Ontario region, supporting older Canadians who want to remain in their homes as they age.

Clients rate them highly, with an impressive 5.0 out of 5 stars.

Herr Wealth Advisory operates in the Financial Planning space, where typical services include pension optimization, tax planning for seniors, and investment management.

Planning for aging-in-place costs is not just about savings — it is about making smart decisions now so that options remain open later. Professional financial guidance can protect both your independence and your legacy.

Contact Herr Wealth Advisory directly at (613) 766-2369, visit them online, or stop by their location at 912 Princess St, Kingston, ON K7L 1H1.

Every family’s situation is different. We encourage you to contact Herr Wealth Advisory directly to discuss how they can help with your specific needs.