Wealthy families like yours face a choice. Invest time and energy into managing your own finances, build a family office — or find a firm that understands the unique challenges and opportunities that you face.
WealthSource Private Client Services is a boutique wealth management offering for an elite group of high-net-worth clients. Our team offers the one-on-one support of a dedicated fiduciary financial advisor, supported by a team of specialized professionals to anticipate and meet your needs.
With great wealth comes great responsibility. We are here to help you define priorities, move closer to your financial goals, and gain a fresh perspective.
We can work with your network of specialists to support our clients in every aspect of their financial lives.
Our advisors embrace their fiduciary obligation to put your interests first. Just like you, we are in this for the long haul.
You want to make one decision that removes a hundred other decisions. Our job is to help you coordinate your financial relationships — so that you can spend more time on the things that really matter.
Identify strategic goals and objectives. Build a big-picture view of your financial situation. Create a plan to extend your legacy.
Portfolio construction to fit your objectives and preferences. Value-aligned investing. Continuous monitoring and reporting.
Investment opportunities that align with your investing objectives. Access to private equity and venture capital markets.
Family education. Value-driven systems for making decisions. Facilitated family conversations that build and protect legacy.
Multi-jurisdictional complexity. Multi-generational transfer strategies. A custom plan for your needs — and for the benefit of the next generation.
Comprehensive diagnostic of insurance products. Wide ranging coverage.
Diagnostic of existing tax structures. Tax planning across your companies, corporate benefits, income needs, and jurisdictions.
Efficient giving strategies. Impactful investing in organizations and causes that you care about.
When a client engages with WealthSource, the result goes beyond investment advice. Our internal team takes a personalized approach to each client. We create bespoke financial solutions that are efficient and effective in every way that matters to you — and work alongside your existing providers to amplify the power of your wealth.
Analyze sources and uses of cash
Build a living legacy
Give confidently to the causes that matter
All investments include the risk of loss and nothing herein should be construed as a guarantee of any specific outcome or profit. The information described herein represents the philosophy, processes, and/or opinions of WealthSource, but may not represent the philosophy, processes, and/or opinions of or used by affiliates of WealthSource, including its Investment Adviser Representatives (“IAR”). Consequently, you should consult with your WealthSource IAR to determine the applicability of the information described herein to the specific services that are being offered to you by WealthSource. Furthermore, not all services mentioned herein are available to all clients or are offered by all IARs of WealthSource. WealthSource is not a law firm and does not provide legal advice. You should always consult with your legal and/or tax advisors to determine how any estate planning or tax planning strategies will apply to your individual situation.