Wealth management is a process, not a product. We engage with our clients in conversation to gain a thorough understanding of their objectives, resources, risk tolerance, and time frame. Our team's focus is on creating wealth management strategies that are responsive to evolving market conditions and changes in our clients' lives.
In 2021 the 1935 Wealth Management Team was named a Top 100 Private Wealth Management Team by Barron's.1
1The teams are ranked on a variety of factors, including their size and shape, the regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases
