Comprehensive
FAMILY WEALTH MANAGEMENT

For Multi-Generational Families, Business Owners, Business Executives
& Young Professionals

Connect With Us Today

$1.5B+

in AUM (as of 3/31/2024)

300+

Families & Individual Clients

2005

Year Founded

100%

Employee & Family Owned

WHAT MAKES US UNIQUE

We are an independent firm with an intimate understanding of you and your financial needs

Our team takes the time to get to know you and your financial situation, ensuring that we provide an ongoing approach tailored to meet your goals, regardless of where you are in life. We are committed to offering personalized guidance and support every step of the way.

Independent

We are not owned or operated by a large corporate parent or private equity. We are an independent, boutique wealth management firm.

Employee & Family Owned

All owners are employees or members of the Zuckerman family. We are fully employee and family owned.

Aligned with Your Interests

We invest in what we recommend for our clients. When your account changes, so does ours.

High-Touch Ongoing Services

We are your long-term partner, providing personalized and attentive services every step of the way.

A Firm Built to Last

We are a younger team with a great succession plan; your partner today, tomorrow and for years to come.

We Love Research

Our internal investment team loves research and looks at the long-term while making investment decisions.

Recognized in Our Industry

For all award disclosures, please click here.

Our firm is built to help you and your family, wherever you are in life.

Our team of talented advisors builds a customized financial plan tailored to your unique needs to help you reach your long-term goals.”

Daniel Zuckerman, Partner & CEO

Your Trusted, Long-Term Partner

There for You Throughout Life. Your First Call.

Planning for the FutureMulti-Generational Families

Your family is complex, and you want a partner to help you preserve, grow, plan, and manage your multi-generational wealth.

Seeking an ExpertBusiness Owners

You are looking for a partner to assist you with liquidity planning, pre-sale or post-sale of your business, and/or advise you on your personal finances.

Getting OrganizedBusiness Executives

You have been working for many years and need expertise in various planning and investing topics.

Getting StartedYoung Professionals

You have accumulated some wealth and are looking to find a trusted, long-term partner to be there for you as life becomes more complex.

Personalized Wealth Management For You & Your Family

Fully Independent. Unique Investments. Customized Planning.

Understand Your Goals

What’s important to you? What’s on your mind? What are your hopes and dreams? Let’s start by getting to know you and your goals so we can build a roadmap to help get you there.

Create Your Comprehensive Financial Plan

We pride ourselves in being our client’s trusted partner. We work with you to have a comprehensive understanding of you, your family, and your accounts to advise and plan accordingly.

Coordinate Your Team of Advisors

Collaborate and align the efforts of your advisors to optimize the strategy and objectives of your financial plan.

Implement Custom Investment Strategies

We will work with you to design and implement a strategy that aligns with your unique financial circumstance.

Experience High-Touch Service

Life changes and complexities are unpredictable. While you may not always need these ongoing services, we are here to provide the guidance you need, whenever you need it.

Our Experts Make the Markets Make Sense

Internal Investment Research Team. Daily Monitoring of Your Account. Customized Portfolios.

Our investment research team comprises seasoned financial experts with a deep understanding of market dynamics, economic trends, and investment strategies. The team uses a mix of active and passive investment strategies to construct your customized portfolio.

Learn About Our Investments