About Us
Secure Financial Planning and Advisory
Personalized, secure financial advice and strategic planning for a stable financial future.
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Capital Management and Strategies
Expert capital management with strategic, innovative approaches for maximizing asset growth.
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Our team of experts provides a wide range of financial services, including investment advice, financing, and tax consultation.
Lauren van Es
Business Development Director
Lauren van Es is an expert in building high-performing sales systems and training teams to consistently turn leads into signed deals. With deep experience across industries — from human capital and investor relations to B2B acquisition — Lauren knows exactly how to convert interest into action.
Working with Frivalea Wealth Planning and Investment Services transformed my financial outlook. Their team provided me with a strategic plan tailored to my unique needs.
Jordan Matthews
CFO, Innovatech Solutions Inc.
