Wealth Partners

The Degenaars Babb Group

At The Degenaars Babb Group, we are as motivated as the clients we assist. This says quite a lot, given our clientele, their significant achievements and ongoing aspirations.
While diverse in their ambitions and attitudes toward wealth, our clients share an appetite for listening and learning, as do we. With conversations that revolve around new ideas and innovations—as well as critical financial decisions—we feel grateful to serve fascinating, financially astute individuals who appreciate our comprehensive, family-office approach to managing the intricacies of their wealth. Our clients come from diverse backgrounds and differing paths to wealth creation. From entrepreneurs and executives to non-profit organizations and foundations, the common thread our clients have is their steadfast trust in our approach. Our clients know our comprehensive, multi-generational, family office model is what sets us apart.
We believe that providing superior wealth management is predicated on helping each client define their meaning of wealth and preserve it for generations. Toward that end, we include estate planning considerations into every discussion and decision.
Our team meets regularly with clients, both spouses and entire families (when helpful) to appreciate family dynamics and objectives. We help coordinate legal issues around all types of financial situations and can co-create the architecture of a client's estate strategy—working in concert with a client's attorney and CPA. Ultimately, we can build a framework for each client meant to optimize the tax-efficient preservation and transfer of wealth.
Having been recognized repeatedly by the industry for excellence, we humbly acknowledge that clients are "the smartest people in the room." Inspired by their visions and values, we feed off their energy to deliver proactive guidance—the kind that helps them prepare for what's ahead.
In addition to our team's comprehensive advice, we allow clients to benefit from others we've assisted in similar positions. We feel fortunate to have vast experience and long-tenured relationships. The quality and longevity of those relationships remind us of the roles we play and the trust we have earned.