Meet Our Team
Managing Wealth is more than just simply managing investments. Our elite, multi-generational team is committed to providing you with superior wealth management experience through tailor-made strategies that seek to ensure your short and long-term goals are met.
Our focus is on helping high net-worth individuals and families build and protect their wealth. Our strategy to accomplish this is by providing clear, sound financial planning and management in all areas, including taxation, retirement and estate planning, and intergenerational wealth transfer.
With our ethical and caring approach, our entire team is dedicated to helping you achieve and maintain your financial goals through all stages of your life. We look forward to working with you and showing you the benefits and values of our exceptional service and coordinated planning approach.
“Our clients deserve the best service possible, and we take real pride in providing it to them. We put ourselves in their position. I take great professional pride in ensuring they understand fully how their accounts are managed, and why.”
Executive Financial Planner
“Our clients feel well informed and comfortable after a conversation with any team member. That builds their trust. As a professional, it’s very motivating to me to be both trusted and relied upon by people I respect.”