We listen carefully to understand your dreams and goals and provide custom solutions that achieve the outcomes most important to you. We fiercely advocate for the best interests of our clients.

Our Brand and Mission

Our clients comprise a select group of individuals and multigenerational families who have amassed significant wealth. With that good fortune, comes unique, complex and ever-evolving financial opportunities and challenges. They need a partner who will have their back and guide them every step of the way.

Our mission is to be the advocate and partner our clients trust to provide peace of mind so they can focus their time and energy on the things they enjoy most. Our culture is rooted in providing concierge-style service with the highest standard of personal attention.

We selected the name “Advocus” to reflect our mission of serving as our clients’ Advocate. Life is all about the relationships we forge, which is where the “us” part comes in. We’re honored to build lasting and meaningful relationships with the families we serve.

Exceptional Experience

The hallmark of our approach is our unwavering commitment to custom solutions tailored to each client’s specific situation and objectives.

We do this by first listening carefully to understand their goals and aspirations. Then we deepen the relationship with highly attentive, boutique-level service, as we help them with every financial decision that impacts their lives and achievement of the outcomes most meaningful to them and their families.

To further enhance our offering, we have affiliated with several top-tier partners, including Summit Financial, a leader in the independent wealth industry, who provides access to expanded services and opportunities, advanced technologies and deep resources and support, including Summit’s Professional Strategy Group, an institutional-caliber brain trust of tax, estate, insurance and financial planning experts.

We also collaborate with our clients’ other trusted advisors to ensure implementation of a seamless comprehensive solution on behalf of the families that we serve.

Benefits of Independence

Advocus Private Wealth was founded to reflect our commitment to placing the clients’ interests above all else. As an independent wealth management firm, we deliver our clients objective advice, customized financial planning and a broad array of wealth management services with greater choice, pricing and transparency.

Fiduciaries serving your best interests
Objective advice
Broader array of services
Open architecture enables unlimited products and solutions
Fee-based services provide greater objectivity
Comprehensive and transparent reporting
Advanced technologies and solutions
Leading custodians to safeguard your assets

Connect With Us

Let’s discuss how we can empower you to make informed decisions about your wealth with confidence and comfort.