Individuals & Families
Wealth management is more than investing and protecting assets.
You have a story to tell and a vision of how you would like your financial life to unfold. We’re here to listen intently, guide thoughtfully, educate using plain language, and deliver personalized services with a steadfast commitment to your long-term financial success — and peace of mind.
You Are the Center of Our Process
Our guidance is grounded in a disciplined process and centered on you and your distinct needs and values. We work closely with you to help identify your aspirations and goals, then develop a clear and realistic road map. At each step along the way, we explain, educate, and guide you through investment concepts and choices.
Get to Know You
We listen deeply to understand your unique finances, values, and goals.
Build Your Plan
We create a custom road map to grow your wealth, minimize taxes, prepare for retirement, and cement your legacy.
Long-Term Partnership
We work with you, closely and continually, to ensure your plan evolves with your life.
Our Approach Is Holistic
Siloed services lead to gaps and cracks. That’s why our wealth management offering covers the full breadth and depth of your finances — to help you build your wealth and protect what matters most.
Wealth Planning
We create a flexible strategy to help you unlock financial clarity, protect against uncertainty, and achieve your goals as life evolves.
Portfolio Management
With a thorough understanding of your situation and using our rigorous institutional-quality research process to identify attractive opportunities, we design, build, and manage your portfolio security by security.
Retirement Planning
Our retirement planning expertise accounts for every detail, from inflation to long-term care, so that your savings can support the lifestyle you envision.
Our Latest Thinking
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Message From the CEO
I want to start by thanking Linda for her last 10 years at our helm, highlighted by our regained independence as a 100% employee owned firm and the ushering in of the firm’s next generation of investment professionals. Most recently, another member of the firm’s next generation joined Clifford Swan in May and we named […]
Wrap up 2024 on a High Note: Year-end Checklist to Boost Your Wealth and Lower Your Tax Bill
As the year winds down, it’s the perfect time to pause and take a close look at your financial goals. Even if you’ve reached some big milestones, there still could be a few valuable moves you can make before year-end. With IRS deadlines approaching, now’s the moment to make some proactive choices that could leave you […]
Summer Internship Program Successfully Completes 9th Year
Rising junior Dhruv Saraf and rising senior Luke Garlick participated in the firm’s ninth summer internship program. Through their six weeks with Clifford Swan, they touched every aspect of the business including fundamental securities research and trading, portfolio management software, inheritance planning, client service, operations, marketing, compliance, and IT. Dhruv majors in Economics and […]
Rate Cuts and Your Bond Portfolio
After several years of low interest rates, bond yields have been attractive for the past few years. While a recent turning point in central bank policy has slightly lowered yields, today’s bond market offers a unique combination of capital preservation and income in an increasingly complex economic landscape. Our current fixed income investment strategy is […]
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Your Wealth Deserves a Thoughtful Plan
Learn how we design a path to achieve your goals.
