"With more than 100 years of combined experience, we take a family office approach to wealth management"
Wealth Partners
The Firstman, Horncastle, Cram, Worley Group

Wealth Partners
The Firstman, Horncastle, Cram, Worley Group

"With more than 100 years of combined experience, we take a family office approach to wealth management"
About The Firstman, Horncastle, Cram, Worley Group

Welcome

With more than 100 years of combined experience, we take a family office approach to wealth management: We create tailored investment strategies for high- and ultra-high-net-worth multigenerational families, endowments and nonprofits. Internally, we are highly collaborative. We have organized ourselves so clients benefit from our team's collective insights and viewpoints

Our Approach

With more than 100 years of combined experience, we take a family office approach to wealth management.
Our approach is rooted in our desire to be the team you trust to manage your money:
We are thoughtful, not transactional. We understand investment management is not about buy and sell, and we study the market tirelessly.
We strive to be transparent in everything we do—in our investment strategies and selections, and in our efficient fee structure.
We are committed to giving each client a high level of service. We have a thorough involvement in all that we do for our clients, and invest time to truly know them.
We are a total resource for our clients. We manage and advise on the entirety of a family's wealth—trusts and estates, and mortgages and credit—which we believe can be as important as the investment mandate.

Meet Our Team

Insights

Wealth Planning

For you, is it a "great resignation" or just a "great reset"?

May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read Now
Taxes

Tax alpha: 3 steps to take today to improve your portfolio’s tax health

May 22, 2022Are you doing all you can to save on U.S. taxes?Read Now
Investing

Consumers are still spending, but what they’re buying is changing

May 19, 2022This week's earning reports raised red flags about the U.S. consumer, among other risks.Read Now
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