Willow Tree Wealth Management

About Willow Tree Wealth Management

Willow Tree Wealth Management is a financial planning firm located on Central Ave in the Woodfield neighbourhood of London, Ontario. The business serves business owners, individuals, and families by providing solutions designed to ensure long-term financial security. The firm offers a variety of comprehensive financial planning services, including tax planning, estate planning, retirement planning, and insurance analysis. They also provide portfolio analysis to help clients understand their asset allocations of equities, fixed-income investments, and cash. The team works to develop financial security plans that focus on growing and protecting wealth in a tax-efficient manner. The company was founded in 2016 by Scott Willoughby, who transitioned into financial services after a career in retail sporting goods and leadership roles with the Source For Sports Group. He is joined by Christian D’Andrea, a CFP Professional who specializes in insurance and investment planning, and Carrie Elsdon, a licensed marketing associate. The firm describes its approach as honest, ethical, and thoughtful, aiming to be proactive, results-oriented leaders who work in collaboration with clients. Prospective clients can schedule a meeting through several methods, including in-person, phone, or online appointments. The firm also offers free consultations.