It’s All About
What We Can Do For You.
We founded Circle Wealth Management in 2007 following an extensive search for the comprehensive financial advice we sought for our own families. What began as a close-knit peer investor group grew to include additional members, families, outside experts, and ultimately became the firm we are today.
Our team has particular expertise in working with women and multigenerational families. We believe in the importance of educating our clients including their children and grandchildren.
Our mission is to achieve an exceptional overall client experience that includes and transcends investment performance.
We help our clients create unique financial plans and invest several billion dollars held in individual accounts, trusts, foundations, and endowments. We personally invest in the same strategies we recommend to our clients. We are 100% privately owned, compensated only by our clients, and provide unbiased, conflict-free advice.
Client security is our top priority. Our professional ethics and data integrity standards ensure that each team member maintains the highest degree of confidentiality on all matters. Upon meeting with any potential client for the first time, our team signs a privacy agreement before requesting any materials or personal information.
Your Indispensable Partner
We will work with you in a way that others won’t, based on what makes sense for you and your family. Our approach to every relationship reflects individual client objectives. You will have full transparency on all investments. We will not pool your assets. All investments are made in your name.
We combine the access and expertise of a large financial services firm with the client focus and attention to detail of a personal family office.
We can assist you in all aspects of your financial life and provide a broad range of customized services including wealth advisory, financial planning, and investment management.