Wealth PartnersThe Firstman, Horncastle, Cram, Worley Group
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
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.