"For most clients, their most precious commodity is time. Responding 24/7 to financial needs that are often complex and urgent, we help clients keep their eyes on the ball—whether they’re running a company, running a marathon or caring for family members. By astutely managing each client’s wealth and their decisions surrounding that wealth, we can put that wealth to work and their minds at ease."
The Graham Team

The Graham Team

"For most clients, their most precious commodity is time. Responding 24/7 to financial needs that are often complex and urgent, we help clients keep their eyes on the ball—whether they’re running a company, running a marathon or caring for family members. By astutely managing each client’s wealth and their decisions surrounding that wealth, we can put that wealth to work and their minds at ease."

Awards and Industry Recognition

Forbes

Top Wealth Advisors Best-In-State
2024 • 2023 • 2022 • 2021 • 2020 • 2018
America's Top Wealth Advisors
2019
About The Graham Team

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

Markets

What’s driving the rotation into small-cap stocks?

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3 considerations for investing in a bull market

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