"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

Investing

Are consumers in for a long, hot and expensive summer?

June 9, 2022U.S. retail gas prices are at all-time highs – with no ceiling in sight.Read Now
Investing

Could inflation finally be peaking?

May 25, 2022We unpack where things stand with inflation, our view, and what to do about it.Read Now
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
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.