Discovery Wealth Management, Inc. is a full-service, independent financial firm dedicated to helping clients pursue their financial goals. By being independent, the firm's advisors are not tied to proprietary products, allowing them to offer personalized financial plans and a wide range of products and services tailored to individual needs. The company operates as a Registered Investment Adviser and its representatives offer securities through Cambridge Investment Research, Inc. Their services encompass financial planning, investment management, retirement planning, estate conservation, and insurance products.

Founded in

Canada