Manage your home with advisors you trust.
For most owners, their home is the largest asset they own, and the only one nobody manages. Sutton Wealth gives you a verified portfolio of everything you own, reviewed with you every year by an advisor you trust.
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See everything you own, in one place.
Every property, the debt against it and your equity position on a single statement. Including the ones that get forgotten: the rental, the cottage, the share of a parent's home.
Know what it actually costs to hold.
Mortgage, taxes, insurance, maintenance and improvements, tracked property by property. Decisions to hold, sell or improve start from real numbers, not a guess.
An annual review, not a sales call.
Once a year, your Sutton advisor walks you through what each property is worth and the evidence behind it, what it costs to carry, what's still open on the file, and whether anything in your family should change the plan. Nothing needs to happen. Nothing is being sold.
Your professionals, working from one record.
Invite your accountant, lawyer and mortgage professional into your portfolio, with credentials verified on the Sutton Wealth platform so you know who you're working with and can give them access to the information they need to advise you.
Family can see without taking over.
Invite the people you trust to stay informed, and name a Trusted Contact your advisor can call if something ever looks wrong. If anyone tries to change what's recorded, everyone you've named hears about it the same day.
Your data and information are secure.
Your property records and private documents are protected with the same encryption standard used by financial institutions and governments. Your private information is secured with a key only you control, meaning Sutton Wealth cannot access it. You choose who can see your information and can revoke access at any time, while your data is securely hosted in Canada in accordance with PIPEDA and PIPA requirements.
Built for owners who see their home as something worth managing. If you just want a number, there are free tools for that.
Sutton Wealth is launching by invitation. Ask your Sutton Wealth Advisor about yours.