The Price Group

"Clients come to us with wealth. We are here to preserve that wealth, understand the purpose of that wealth and provide tax-efficient, risk-managed strategies that align with clients’ visions and values."
About The Price Group

Welcome
At The Price Group, we bring more than 40 years of wide-ranging wealth management and investment experience to clients. Many find that our highly personal, multi-generational approach is more comprehensive and more meaningful than what they found elsewhere.
The referrals we receive tell us we are proficient in assisting clients whose complex financial lives demand a high measure of acumen and attention.
While our clientele spans generations and the nation's geography, we are selective in the number of clients we serve. This allows us to engage frequently in thought-provoking conversations with clients. We feel it is important to stay in touch and on top of clients' changing lives—and to know in our hearts what drives and concerns clients, without having to consult our notes.
Who do we serve?
Successful men and women—entrepreneurs, founders and other owners of private businesses, corporate executives, attorneys at prominent law firms, and generations of families.
By listening, we learn. By learning, we can serve our clients' best interests.
In each client relationship, we begin with questions. Our wide-ranging discovery meetings are a "deep dive." Our intent is to clearly understand where a client stands, where they would like to go, and what they believe stands in their way.
In each client relationship, we begin with questions. Our wide-ranging discovery meetings are a "deep dive." Our intent is to clearly understand where a client stands, where they would like to go, and what they believe stands in their way.
We may ask:
- "What do you want your money to do?"
- "What is the purpose of your money? Is it for family, a worthy cause, or both?"
- "Who are you responsible for?"
- "Are you disappointed with your advisor or your portfolio's performance?"
- "Why have you come to us—and why now?"
Investing with a defined purpose that anchors our discipline over time.
Once we appreciate a client's priorities and motivations, we examine their portfolio, the taxation of individual holdings, and the level of diversification. From there, we build an asset allocation, using our firm's extensive research capabilities—and managers we have known for years—to design a client's portfolio. A typical mix of investments includes stocks, bonds, and other fixed income instruments, as well as an appropriate level of private equity, hedge funds and hard assets that perform independently of the markets.
We also maintain a watchful eye on a client's tax consequences throughout the year, not just at "tax time." In addition, we have extensive experience working collaboratively with CPAs and tax attorneys— directing their implementation of the strategies we have formulated. By coordinating with clients and their other trusted advisors, we find that aligning financial, tax minimization, and estate planning can bring about countless benefits—the kind that span generations.
Of course, our efforts require an extra measure of time that many advisors do not expend. However, we strongly believe that clients deserve our absolute best and extended focus when positive and enduring results can be achieved.

Meet Our Team

Insights

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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.