We help you manage not just money…but everything that comes with it
Services that go Beyond Investing
We take pride in serving clients who require thoughtful solutions to complex, often personal, financial questions. Whether you are facing a sudden liquidity event or integrating the next generation into your financial story, we are here with experience, empathy, and discretion.
Comprehensive Wealth Planning
Whether you’re preparing for retirement, a major liquidity event, or multi-generational planning, we use our sophisticated planning tools to map out your blueprint — then walk with you every step of the way.
Capital Management & Investment Strategy
We create customized portfolios based on your risk profile, financial goals, and family circumstances. Our proprietary strategies may include when appropriate, covered call strategies*, asset allocation models, and carefully selected third-party managers where needed.
Business Owner & Liquidity Event Advisory
From managing the sale of your successful company to cash flow strategies post-exit, we specialize in helping business owners transition from growth mode to capital preservation.
Retirement Plan Consulting
We serve as 3(21) and 3(38) fiduciaries for 401(k), deferred comp, and defined benefit plans. As a C(k)P® Retirement Advisor, Ira Feld, Private Wealth Financial Advisor, has a deep understanding of employer-sponsored plans and institutional consulting.
Estate Planning Strategies
Crafting an estate plan starts by understanding your family’s goals and aspirations. We can work with you and your other advisors, including your CPA and attorney, to craft an estate plan based on your unique circumstances.
Concierge-Level Client Support
Whether it’s a question about vacation property, gifting to your favorite organization, or who to trust with legal matters, we are the first call many of our clients make.
* Options involve risk and are not appropriate for all investors. Before opening an option position, please read “Characteristics and Risks of Standardized Options” carefully before investing. This document is available from the Options Clearing Corporation, 125 S. Franklin Street, Suite 1200, Chicago, Illinois 60606. Supporting documentation for any claims, comparison, recommendations, statistics or other technical data will be supplied upon request.
All investing involves some degree of risk, whether it is associated with market volatility, purchasing power or a specific security. There is no assurance any investment strategy will be successful. Asset allocation does not guarantee a profit nor does diversification protect against loss.
**Lending and other banking services available through Wells Fargo Advisors (NMLS UI 2234) are offered by banking and non-banking subsidiaries of Wells Fargo & Company, including, but not limited to Wells Fargo Bank, N.A. (NMLSR ID 399801) and Wells Fargo Home Mortgage, a division of Wells Fargo Bank, N.A. Certain restrictions apply. Programs, rates, terms, and conditions are subject to change without advance notice. Products are not available in all states. Wells Fargo Advisors is licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act and the Arizona Department of Financial Institutions (NMLS ID 0906158). Wells Fargo Clearing Services, LLC, holds a residential mortgage broker license in Georgia and is licensed as a residential mortgage broker (license number MB2234) in Massachusetts.
All investing involves some degree of risk, whether it is associated with market volatility, purchasing power or a specific security. There is no assurance any investment strategy will be successful. Asset allocation does not guarantee a profit nor does diversification protect against loss.
**Lending and other banking services available through Wells Fargo Advisors (NMLS UI 2234) are offered by banking and non-banking subsidiaries of Wells Fargo & Company, including, but not limited to Wells Fargo Bank, N.A. (NMLSR ID 399801) and Wells Fargo Home Mortgage, a division of Wells Fargo Bank, N.A. Certain restrictions apply. Programs, rates, terms, and conditions are subject to change without advance notice. Products are not available in all states. Wells Fargo Advisors is licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act and the Arizona Department of Financial Institutions (NMLS ID 0906158). Wells Fargo Clearing Services, LLC, holds a residential mortgage broker license in Georgia and is licensed as a residential mortgage broker (license number MB2234) in Massachusetts.
Our goal is to reduce noise, simplify decisions, and allow you to focus on what matters most — with a partner who always has your back. – David Weinstein, Private Wealth Financial Advisor
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Learn more about our family office approach and full range of services.