
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

Common financial milestones women experience throughout their lives
March 24, 2026Many women encounter common life events that can affect their financial situation. A strong plan can help keep them on track to meet their financial goals.Read Now
How to think about market volatility
March 23, 2026When the market is volatile, it’s natural to want to act on emotion. Here’s how to make sure the decisions are as rational and well-informed as possible.Read Now
Fed holds rates steady in March 2026: What investors can watch for next
March 20, 2026Rates stayed put at the Fed’s March 2026 meeting. Learn what the latest inflation and employment data signals about the Fed’s next move.Read Now
If oil backs off, risk reprices
March 20, 2026If oil flows eventually normalize, markets may reassess risk. We explore where gains could concentrate, why some regions may still feel a hangover and portfolio implications.Read Now
Stock-based compensation and the Section 83(b) election
March 20, 2026If you are an executive at a company and receive stock or options subject to vesting, a so-called 83(b) election might reduce your income tax liability over time.Read Now
When oil jumps, household wealth guides the economy
March 13, 2026Oil spikes could transmit through the economy faster via equities than the pump, pressuring spending through the wealth effect. What could that mean for inflation paths, equity sensitivity and near-term demand?Read Now
Wealth planning is a women’s issue
March 12, 2026While supporting women during earning years is important, it is equally important that women are also equipped for what comes after – and in particular, that means having a comprehensive wealth plan.Read Now
What to know about tax-aware borrowing
March 11, 2026Individuals can choose to take out loans in a way that may minimize their tax liability – this is called tax-aware borrowing. Learn more about it.Read Now
What to consider when you’re considering alternative investments
March 9, 2026Prioritizing due diligence and manager selection can be key to building an allocation to alternatives that enhances your portfolio’s diversification and outperformance potential.Read Now
Common financial milestones women experience throughout their lives
March 24, 2026Many women encounter common life events that can affect their financial situation. A strong plan can help keep them on track to meet their financial goals.Read Now
How to think about market volatility
March 23, 2026When the market is volatile, it’s natural to want to act on emotion. Here’s how to make sure the decisions are as rational and well-informed as possible.Read Now
Fed holds rates steady in March 2026: What investors can watch for next
March 20, 2026Rates stayed put at the Fed’s March 2026 meeting. Learn what the latest inflation and employment data signals about the Fed’s next move.Read Now
If oil backs off, risk reprices
March 20, 2026If oil flows eventually normalize, markets may reassess risk. We explore where gains could concentrate, why some regions may still feel a hangover and portfolio implications.Read Now
Stock-based compensation and the Section 83(b) election
March 20, 2026If you are an executive at a company and receive stock or options subject to vesting, a so-called 83(b) election might reduce your income tax liability over time.Read Now
When oil jumps, household wealth guides the economy
March 13, 2026Oil spikes could transmit through the economy faster via equities than the pump, pressuring spending through the wealth effect. What could that mean for inflation paths, equity sensitivity and near-term demand?Read Now
Wealth planning is a women’s issue
March 12, 2026While supporting women during earning years is important, it is equally important that women are also equipped for what comes after – and in particular, that means having a comprehensive wealth plan.Read Now
What to know about tax-aware borrowing
March 11, 2026Individuals can choose to take out loans in a way that may minimize their tax liability – this is called tax-aware borrowing. Learn more about it.Read Now
What to consider when you’re considering alternative investments
March 9, 2026Prioritizing due diligence and manager selection can be key to building an allocation to alternatives that enhances your portfolio’s diversification and outperformance potential.Read Now




