Customized Wealth Management for Business Families


Two heads are better than one. That's why we formed a team. Since 2008, we have been helping a select group of business families manage their investments and coordinate their wealth.
 
Our clients know that getting the right investment advice is key to managing their wealth. They also appreciate the immeasurable benefit they receive from considering more than just their investments.
 
We combine in-depth knowledge of the financial services industry with a personal understanding of the needs and preferences of business families. Warwick provides sophisticated investment advice and up-to-date, discretionary portfolio management to clients. At the same time, Lisa guides clients through a matrix of wealth matters beyond their investments, including tax minimization, estate planning, charitable giving, business succession, and 'next gen' coaching.