Purpose

Our objective is clear: we work to minimize risk and maximize opportunities for your success.

Advocus Private Wealth is a team of dedicated financial professionals who serve successful individuals and families of wealth from around the country. Refusing to follow the herd mentality of the wealth management industry, we have blazed a trail in pursuing the right experience for our clients. This includes the quality of the service we provide, the partnerships we forge, the range of solutions we offer, and the value of the advice we deliver.

We understand the complex challenges and opportunities faced by exceptionally accomplished people operating at the top of their game, whether they’re professional athletes, corporate executives or entrepreneurs. From launching their careers to planning for retirement, our clients turn to Advocus during every phase of their life for objective advice and creative solutions, backed by the experience, insights and willingness to educate that create confidence and reassurance.

Focus

As your fiduciary, our focus is always on protecting your best interests while learning what is most important to you and your families over the long-term. When you choose Advocus as your trusted advisor, you experience our genuine empathy, complete transparency, and a boutique level of service that together differentiate our firm from others in the private wealth industry.

We will integrate recommended solutions into a thoroughly constructed and cohesive plan for you, clarifying your options and informing your decision-making.

Our goal is to give you the confidence to enjoy more of what matters most to you and your family.

Commitment

Our planning approach is holistic and rooted in a foundation of loyalty and trust. We serve as your advocate, creating a financial framework and clear roadmap, by listening attentively, educating openly, and advising objectively. We are relentless in identifying solutions that best meet your needs. We empower your financial success.

Ultimately, we will always “do right” by you, as we serve as your advocate, protecting your financial interests and simplifying the complexities of your wealth.