Wealth Management

Private wealth management is an ongoing relationship where we work together to make progress in your financial life and reach your goals.

 We might be a perfect fit if:

• You want ongoing guidance and expert advice to implement your Wealth Plan and manage your finances in alignment with your values.
• You’re looking for ongoing professional management and monitoring of your investments, adjusting as your life and the markets change.
• You’d like an on-call advocate to help navigate life changes and make proactive financial decisions. 
• You want to build a team of trusted professionals (financial advisor, CPA, estate planning attorney, etc.) to collaborate on your financial strategy.
• You value education and tools to support you and the next generation in engaging with finance.
• You’d appreciate a team that listens and blends the human and technical sides of wealth management to serve you and your goals.

Typically our clients range between $2-30M in investable assets that they would like to have professionally managed. More than just money, we serve clients who care about using their resources to improve their life and the lives of their families and communities. 

We can’t wait to connect with you and explore what’s possible in your financial life.

Client Stories

From Inheritance to Creative Inspiration: How Margot built a values-aligned financial plan. 

From Overwhelmed to Organized: Linda’s financial journey after losing her spouse.

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