— Cherry Hill Private Wealth —
Your financial life, coordinated.
Most people who've built real wealth end up with the same problem — their financial life is scattered across a half-dozen professionals and nobody is actually coordinating it. We're the team that brings the pieces back together.
Start a conversation— How we work —
One team. One plan. One coordinated experience.
In practice, that means we're the single point of contact for everything in your financial picture. When something shifts in one part — a new tax position, a life event, a planning decision — the changes flow across every other part without you having to be the one connecting the dots. Your accountant, your lawyer, your insurance advisor: we coordinate the work so the household always has one consistent picture.
Planning · Investments · Tax · Estate · Risk
How we work
— Who we serve —
Built for the complexity of a life already in motion.
Our clients are founders, operators, and the families behind them. Holding companies. Estate plans that don't fit a template. Real estate across markets. A calendar that doesn't leave time to be their own quarterback. We do the coordination work so the household doesn't have to.
Who we serve
— From our desk —
Thinking that travels with you.
Two letters arrive in your inbox on a regular cadence. One on the markets and what's actually moving. One on the long arc of building wealth and the lives behind it.
— Find us —
Two offices. One firm.
Cherry Hill operates from Kelowna, British Columbia and Burlington, Ontario. We work with clients across both regions and anywhere in between.
Kelowna, BC
Trevor Miller leads the Okanagan practice — founders, business owners, and families across British Columbia.
Burlington, ON
Adrian and Adam serve clients across Southern Ontario from the Burlington office.