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

