Wealth management that goes beyond the numbers.
Managing your wealth doesn't have to impact your family's relationships. We take the responsibility of coordinating your financial life so your family can build more memorable moments.
Delegating your finances to strengthen your family time.
Saving you time
Accumulating, preserving, spending, donating, and transferring wealth can be consuming tasks that drain from the time you want to spend creating and enjoying more family moments.
Building your confidence
We excel at discovering your most important values, relationships, dreams, and goals. We pay attention to everything important to you, designing and implementing solutions specific to you.
Your one point of contact
As needed, we coordinate with experts in taxation, law, and other related areas to develop and synchronize solutions to our clients’ unique situations.
Who We Work With
We work with families and individuals who have accumulated significant wealth. Some families build their wealth by starting and growing a privately held business, while others have been successful executives and physicians.
Business Builders
Business Builders spend years working hard to grow a successful business. Careful planning is required to ensure, if the business passes to the next generation or is sold to a third-party, the Business Builder’s financial goals and visions will be met after the ownership transition.
Family Stewards
Family Stewards desire to provide for and take care of their families, often comprised of multiple generations. A Family Steward’s goals can include not only generating income for their personal needs but also helping to fund education costs of children and grandchildren, as well as supporting charitable organizations.
Family helping families
We are a family and a team, devoting our experience and expertise to you and your family. Relying on your family’s values and time spent together, our financial approach focuses on providing you with more family time.
Paul V. Ferrucci
Managing Partner
David L. Ferrucci
Managing Partner
Frank B.Abel IV
Wealth Enhancement Assistant