Significant Wealth Can Create Problems.
We Help You Solve Them.
We Help You Solve Them.
More assets don't automatically mean more clarity. They bring more complexity — more tax exposure, more moving pieces, more questions about what to do next.
Most financial plans weren't designed for this level of nuance. They weren't built to account for business interests, concentrated positions, multi-generational goals or the coordination that real wealth requires.
That's exactly what our Private Investment Strategies process is built for.
We work alongside individuals and families who need a higher level of planning sophistication, discretion and personalized attention.
Our Approach
Private Wealth Strategies is a consultative relationship built around thoughtful advice, detailed planning and long-term partnership.
Our process starts with understanding — your goals, your concerns, your timeline and the things that keep you up at night. From there, we build a strategy that brings every part of your financial life into alignment.
You get a clear plan and a dedicated team who is always in your corner as things evolve.
William Thatcher, President & Founder
What You’ll Get …
A custom portfolio designed around your goals — not a template. We account for your risk tolerance, tax situation, income needs and long-term vision.
Smart distribution strategies that help you keep more of what you've earned. We look for unnecessary tax exposure before it costs you.
Your wealth should reach the people and causes you care about. We help you build a plan that preserves it across generations.
A close look at your existing protection strategies to find any gaps before they become real problems.
For entrepreneurs, executives and anyone with a concentrated compensation structure, we address the unique planning challenges that come with it.
We Work with Your Existing Team
We collaborate directly with your CPA, estate attorney, and other trusted professionals to make sure every piece of your plan is working together — not against each other.
If you're still building out your advisory team, we can connect you with experienced professionals from our network. We'll help you assemble the right group of specialists for your specific situation.