Private Wealth Management

Private wealth management for families and individuals.

We manage investments and plan around the household that owns them. One principal handles it, so the person who knows your situation is the person making the decisions. We are paid a published percentage of the assets we manage, and the planning is part of the relationship rather than a separate bill. Accounts are held at Altruist, an independent custodian, so we never hold your money ourselves. Relationships generally begin at $100,000.

Who we work with, and what it costs

If this sounds like your situation, write to [email protected] and we'll tell you honestly whether we're the right fit.