Kintail Advisors logo featuring a dark blue abstract geometric symbol and the company name below in capital letters.

Thank You,

Thank you for completing our client intake questionnaire.

We have received your information and appreciate the opportunity to learn more about you, your family, and your long-term priorities.

At Kintail Advisors, we believe wealth management should reflect care, conviction, and a clear understanding of the economic forces that so often pull people away from durable decision-making. Our role is to bring clarity, discipline, and perspective so you can move forward with confidence.

We take a multigenerational view, helping clients protect and grow capital in a way that supports both current needs and future family strength.

Your submission will be reviewed carefully. If your profile appears to be a fit for our advisory relationship, we will follow up with you soon regarding next steps.

For immediate assistance, please contact:

Patrick McRae

(779) 222-6450

patrick@kintailadvisors.com