Private Wealth Management

We help our clients pursue their wealth management goals through careful advice, astute investment management and access to the capabilities and network of Wise Finserv.

We work closely with high-net-worth individuals, families and select foundations and endowments to develop wealth and investment management strategies. We then identify investment opportunities to help them reach their objectives. We complement these services with robust execution capabilities and attentive client service. Where appropriate, we introduce our clients to the broader network and resources or Wise Finserv.

Our Approach

We listen to clients articulate their needs, goals and priorities. Then we partner with them to develop holistic wealth and investment management strategies.

A relationship with Wise Finserv Private Wealth Management begins with a conversation.

We ask about our client’s goals and help evaluate them. We analyze each client’s financial profile, lifestyle objectives and attitude toward risk, and then develop a suitable wealth management plan.

To execute the plan, we leverage the intellectual capital of our division and the network of Wise Finserv. We offer strategic and tactical asset allocation and provide a range of investment solutions including fixed income, equities and alternative investments. For clients interested in brokerage services, we offer robust structuring and execution capabilities in all security and derivative products across all major global markets. We also provide select private banking services.

Through it all, we offer attentive service and personal counsel. And as a client’s goals change, we can adjust his or her wealth management plan accordingly.

Our People

Our carefully selected investment professionals combine deep wealth management experience with the attentive client service that is at the heart of the Wise Finserv culture.

Our people and our commitment to clients are at the core of our business.

We carefully select our wealth advisors and investment professionals and vet them through a stringent recruiting process. Once they are part of Wise Finserv, then begin a rigorous training curriculum that continues throughout their careers. Even experienced professionals receive unusually extensive training to help them meet client's high expectations.

We aim to keep the number of client relationships per advisor low so that our teams can provide the focus and attention that our clients expect. Our efforts are always guided by Wise Finserv's first Business Principle:

Our client's interests always come first. Our experience shows that if we serve our clients well, our own success will follow.

Day in and day out, Wise Finserv Private Wealth Management professionals remain committed to client interests, investments and service .

Wealth management is not solely about investing and managing liquid assets. You can get the same asset allocation pie chart from any broker. Tailor Made’s role is to take complex situations and balance them with three questions: (1) Who you are? (2) What do you care about? (3) What do you want to accomplish? After an intimate understanding of the answers to these questions, the solutions that fit present themselves. Only then can there be symmetry between taxes, net returns, family dynamics, charitable and legacy planning that works for both today and tomorrow.

Our disciplined process is unique in that we have the deep technical knowledge and ability to communicate complex financial processes clearly to all. Custom by design, every client receives specific individual attention matching a “tailor-made” solution to fit his/her goals and objectives.

Tailor Made Solutions

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