
The Graham Team
Awards and Industry Recognition

Forbes
Welcome
At The Graham Team, we provide wealth management that is more comprehensive than many clients experienced in a previous advisory relationship.
Beyond clients' investments, it is our practice to manage risk as it pertains to their overall wealth—from business interests and real estate holdings, to cash flow, legacy, exit and retirement planning. Our boutique-like service also allows us to relieve clients of everyday financial decisions. By doing our jobs well, we deliver enduring value beyond dollars and cents.
Our clientele spans generations and the nation's geography.
Well-educated and financially astute, our clients have the knowledge to manage their wealth, but without the time or desire to do so. Largely referred to us, they include successful business owners, serial entrepreneurs and corporate executives in biopharma, biotech, fintech, tech, and financial services, as well as surgeons, attorneys and those with inherited wealth.
A typical client may be holding concentrated stock, considering a business expansion, investing in another company, selling their enterprise, or purchasing real estate. We have spent years assisting clients in these areas—providing a fiduciary level of care and helping them appreciate decisions that should be made sooner, rather than later.
Planning is everything. It spans the course of each relationship and multiple generations.
Our rigorous and ongoing "multi-generational planning" accounts for each client's situation and aspirations.
By intentionally serving a limited number of clients, we can engage more frequently in thought-provoking conversations that revolve around their interests, not just their finances. We feel it's important to know in our hearts what drives and concerns clients without having to consult our notes.
Learning is our reward for a lifetime of listening.
Rather than make assumptions about a client's vision or values, we make time to ask questions:
Why have you come to us, and why now?
What are your financial goals, and how have they changed over the years?
Who are you responsible for? A child, an elderly parent, or both?
What do you want for your children?
What are your short-term goals? Will you be paying for a wedding? Purchasing a second home? Or taking a year-long vacation?
How is your current cash flow? And can you afford expenses down the road, including long-term care insurance?
When it comes to investments, we develop our recommendations in stages.
Given each client's personal and professional goals and investment timeline, we are deliberate in crafting their investment strategy. We begin by exploring a client's comfort with risk, need for liquidity and preference for specific types of investments (climate-oriented, for example).
Then we explain the downside risk in a possible recommendation. Additional discussions lead to a fully customized portfolio that may include large-cap stocks, individual bonds, ETFs, mutual funds and alternative investments (including private equity, private debt, and real estate). Particular attention is paid to tax-efficiencies throughout the year, not just at tax time.
What makes us proud?
Standing behind clients by getting in front of the decisions they need to make—especially when it comes to retirement, exit, succession and legacy planning. Providing superior wealth management demands that we are proactive and consistent, helping clients prepare for circumstances they anticipate, and those they don't.
Serving our clients' best interests at all times, over the course of each relationship, with a fiduciary level of care.
The quality of referrals we receive tells us we're proficient in assisting clients whose complex financial lives require an uncommon measure of knowledge and know-how. We feel privileged to address the needs and nuances of ambitious people.
Going the extra mile. Aligning our strategies with those of clients' CPAs and attorneys, we regularly call upon clients' other trusted advisors to provide input and help optimize our tax-minimization and estate planning strategies.
Our new-found ability to deliver the strength and resources of J.P. Morgan. In addition to our firm's award-winning research,1 we bring clients access to residential and asset-based lending, along with a wide range of everyday banking options.
Celebrating with clients at their weddings, anniversary parties and children's birthday parties. We feel invested in clients' lives and grateful they recognize our devotion.
Meet Our Team
Insights

Why cash flow forecasting and succession planning matter
April 23, 2025As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read Now
Building tax-efficient equity exposure
April 21, 2025We expect equities to deliver positive performance in 2025 – although we could see some volatility along the way. Learn how you can enhance your after-tax returns.Read Now
Where will tariff rates settle? 3 scenarios explained
April 17, 2025Amid rapid policy changes, we’re refining our views on global economies and markets.Read Now
Debunking the top five sustainable investing myths
April 16, 2025Sustainable investing may help you achieve your financial goals while incorporating personal values. Despite its popularity, misconceptions still exist. Here’s the truth behind some of the most common sustainable investing myths.Read Now
When disaster strikes: How to give with intention and impact
April 16, 2025After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read Now
Building up: How we see infrastructure investment expanding
April 14, 2025We see a combination of surging demand and increasing public and private investment as potential positives for infrastructure assets.Read Now
5 thoughts on the market’s tariff tantrum
April 11, 2025The market cast a loud “no” vote on tariffs, but opportunities emerged. Here are some key takeaways rising from the turmoil.Read Now
U.S. adds 228K jobs in March amidst market volatility: How investors should read the numbers
April 7, 2025The March 2025 jobs report was stronger than expected, though the unemployment rate slightly ticked up. How might the Fed react and what does the data mean for investors?Read Now
Planning techniques in a volatile market
April 7, 2025Estate planning may not be at the top of your mind during times of market volatility. However, careful consideration of the opportunities presented during a market decline, especially when interest rates are low, may help reduce taxes as well as assist in fulfilling estate planning goals.Read Now
Why cash flow forecasting and succession planning matter
April 23, 2025As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read Now
Building tax-efficient equity exposure
April 21, 2025We expect equities to deliver positive performance in 2025 – although we could see some volatility along the way. Learn how you can enhance your after-tax returns.Read Now
Where will tariff rates settle? 3 scenarios explained
April 17, 2025Amid rapid policy changes, we’re refining our views on global economies and markets.Read Now
Debunking the top five sustainable investing myths
April 16, 2025Sustainable investing may help you achieve your financial goals while incorporating personal values. Despite its popularity, misconceptions still exist. Here’s the truth behind some of the most common sustainable investing myths.Read Now
When disaster strikes: How to give with intention and impact
April 16, 2025After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read Now
Building up: How we see infrastructure investment expanding
April 14, 2025We see a combination of surging demand and increasing public and private investment as potential positives for infrastructure assets.Read Now
5 thoughts on the market’s tariff tantrum
April 11, 2025The market cast a loud “no” vote on tariffs, but opportunities emerged. Here are some key takeaways rising from the turmoil.Read Now
U.S. adds 228K jobs in March amidst market volatility: How investors should read the numbers
April 7, 2025The March 2025 jobs report was stronger than expected, though the unemployment rate slightly ticked up. How might the Fed react and what does the data mean for investors?Read Now
Planning techniques in a volatile market
April 7, 2025Estate planning may not be at the top of your mind during times of market volatility. However, careful consideration of the opportunities presented during a market decline, especially when interest rates are low, may help reduce taxes as well as assist in fulfilling estate planning goals.Read Now