Awards and Industry Recognition
My team and I serve the wealth management needs of family offices, business owners, c-suite executives and real estate investors. Our family office-style approach to handling the intricacies of wealth management allows us to provide a tailored approach for each one of our clients.
Our bespoke services include access to exceptional trading execution, customized portfolio management, concierge banking services, research, mortgages, art, yacht, and aircraft financing.
We work with our client's accountants, attorneys, and cadre of advisors to understand the client's entire financial picture.
How we work
We deliver comprehensive wealth planning strategies that address wealth opportunities within the context of each individual's mandate. Our group works seamlessly alongside the various advisors that are part of our clients' world.
The Weikes Group believes that how we grow with you is just as important as the work we do for you. Our value-added benefit is drawn from the depth of our investment guidance. We embrace the timeless values of quality, integrity, transparency and collaboration.