Firm Foundation Family Wealth
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Firm Foundation Family Wealth
We are dedicated to building and growing the wealth of high-net-worth families which empowers them to create unforgettable experiences, make a meaningful impact, and leave a lasting legacy.
As your wealth grows, so do the complexities, risks, and unique opportunities that come with it. A one-size-fits-all approach won’t cut it. Do you have a strategy to seize the opportunities and mitigate the risks?
We create a customized Firm Foundation Wealth Strategy™ for each client to have their own unique wealth management and financial plan.
As an independent firm, we've partnered with Fidelity to safeguard our clients' assets along with some of the world's largest financial institutions to access solutions for our clients.
Our team provides high-quality financial advice backed by experience gained at some of the industry's largest firms.
Our Managing Director, a CERTIFIED FINANCIAL PLANNER™, previously served as a Vice President at a leading global bank on Wall Street, where he worked within the Sports and Entertainment group.
Our clients include entrepreneurs, athletes, specialty physicians, and executives who trust us to help them build and protect their wealth.
If our approach aligns with your vision, let’s connect and explore the possibility of working together.
Advisory services offered through NewEdge Advisors, LLC, a registered investment adviser.
As your wealth grows, so do the complexities, risks, and unique opportunities that come with it. A one-size-fits-all approach won’t cut it. Do you have a strategy to seize the opportunities and mitigate the risks?
We create a customized Firm Foundation Wealth Strategy™ for each client to have their own unique wealth management and financial plan.
As an independent firm, we've partnered with Fidelity to safeguard our clients' assets along with some of the world's largest financial institutions to access solutions for our clients.
Our team provides high-quality financial advice backed by experience gained at some of the industry's largest firms.
Our Managing Director, a CERTIFIED FINANCIAL PLANNER™, previously served as a Vice President at a leading global bank on Wall Street, where he worked within the Sports and Entertainment group.
Our clients include entrepreneurs, athletes, specialty physicians, and executives who trust us to help them build and protect their wealth.
If our approach aligns with your vision, let’s connect and explore the possibility of working together.
Advisory services offered through NewEdge Advisors, LLC, a registered investment adviser.
Minimum Financial Requirements
Annual Income
No minimum required
Investable Assets
$500,000
Services Offered
Client Specialties
Service Pricing
Percentage of Assets (AUM)
0.5% to 1%
Meeting Options
In person meetings
Video meetings
Phone
Email
Client Portal/Online Platform
Clients who would be a good fit
We are open to exploring working with families who align with these 3 core values and beliefs:
1. They are high-earners with demanding careers and limited free time. When they’re not working, they prioritize creating unforgettable experiences with their family.
2. As a high-income household, they desire to have a comprehensive financial plan—one that goes beyond wealth management to include personalized tax-minimization strategies.
3. They believe in the power of a team. Rather than navigating their financial journey alone, they want a trusted team of advisors guiding them every step of the way.
1. They are high-earners with demanding careers and limited free time. When they’re not working, they prioritize creating unforgettable experiences with their family.
2. As a high-income household, they desire to have a comprehensive financial plan—one that goes beyond wealth management to include personalized tax-minimization strategies.
3. They believe in the power of a team. Rather than navigating their financial journey alone, they want a trusted team of advisors guiding them every step of the way.
Clients who wouldNOTbe a good fit
We are not a good fit for families looking solely for wealth management or are seeking the cheapest solution.
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
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401(k) & IRA Management
Alternative Investments
Cash Flow Planning
Debt Management
ESG/Impact Investing
Estate Planning
Executive Compensation
Financial Advice & Coaching
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Insurance/Risk Management
Life Transition Planning
Pension Planning
Portfolio Management
Social Security Planning
Wealth Management
Asset Allocation
Business Succession Planning
Charitable Giving
College/Education Planning
Education Planning
Exit Planning
Family Wealth Transfer
Insurance Planning
Investment Management
Liquidity & Exit Planning
Philanthropic Planning
Portfolio Rebalancing
Retirement Planning
Risk Management
Stock Option Planning
Tax Strategy
Trust Services
Real Estate Advisory
Specialities
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Company
Sam’s List is a platform that connects users with independent accountants, bookkeepers, fractional CFOs, and financial advisors. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
