"We offer a tax-sensitive approach to investing that is grounded in intensive customization. We believe clients appreciate the diligence and precision we bring to managing their financial affairs."
The Fiek Group
The Fiek Group
"We offer a tax-sensitive approach to investing that is grounded in intensive customization. We believe clients appreciate the diligence and precision we bring to managing their financial affairs."
Awards and Industry Recognition
Forbes
Top Wealth Advisors Best-In State
2025 • 2024 • 2023 • 2022 • 2021 • 2020
America's Top Wealth Advisors
2019
About The Fiek Group
Welcome
ㅤ
Technology founders, entrepreneurs, and executives have busy lives and ambitious goals. My team and I help them regain time and enact a more purposeful approach to their wealth.
With more than 30 years of experience, we offer a perspective that has been refined over numerous market cycles, allowing us to help wealth creators capitalize on the opportunities—and sidestep the potential pitfalls—that substantial wealth can pose. Clients come to see us as trusted resources who offer a perceptive understanding of their lives—personally and professionally.
ㅤ
The difference we offer
Our client relationships are close-knit and long lasting. Clients look to us to orchestrate multiple facets of their wealth, including investments, planning, trust and estate services, banking and lending, and charitable giving.
Our approach is distinguished by:
- Advising a limited number of clients, ensuring personalized attention, customization, and responsiveness.
- We collaborate effectively with clients' tax and legal intermediaries for clear communication on time-sensitive initiatives.
- We derive genuine joy from helping people live more satisfying and rewarding financial lives.
ㅤ
Our investment approachㅤ
We delve into each client's circumstances, designing bespoke portfolios reflecting their unique goals, timeframes, risk tolerance, and tax situation.
We look to treat clients with the same level of diligence and care with which we manage our own financial affairs:
Our fee-sensitive perspective is grounded in careful stewardship of client assets.
Meet Our Team
Family Wealth Services
Managing family wealth is often complex and requires more than just sound financial counsel. We can facilitate introductions to our family wealth specialists who offer the following services:
- Family Engagement & Governance with financial literacy programs and research-based models to help educate family members, and help guide interactions
- Family Philanthropy to initiate and/or elevate your giving and create meaningful change
- Family Lifestyle with introductions to professionals in cybersecurity, bill pay, healthcare management, private aviation, staffing, education and more
- Outsourced Family Office for support with the management of the family's financial and administrative needs
Insights
Banking
Building a better banking relationship: Q&A with Angelena Mascilli
February 26, 2026You can deepen your relationship with your bank and streamline your wealth management when you opt to bank, invest and plan under the one financial firm.Read Now
Family Legacy
Driving value: Lending strategies for auto collectors
February 23, 2026Financing for iconic automobiles can turn your passion into a powerful financial tool. Read more about lending strategies and how you can leverage them for success.Read Now
Wealth Planning
What are the tax changes for 2026?
February 23, 2026There are many tax code changes on the horizon that are the result of the One Big Beautiful Bill Act. Become familiar with what they are as you optimize your 2026 financial plan.Read Now
Wealth Planning
What are Employee Stock Ownership Plans (ESOPs)?
February 23, 2026An Employee Stock Ownership Plan (ESOP) is a qualified retirement plan that provides employees with ownership interest in the company. Read more here.Read Now
Business Planning
Navigating uncertainty: A path for business owners
February 23, 2026With constantly evolving economic, political and technological landscapes, it’s important for business owners to have a plan.Read Now
Markets and Economy
Why AI might strain the economy before it booms
February 20, 2026Artificial intelligence (AI) could suppress demand before productivity gains are felt as adoption spreads, prompting widespread job displacement.Read Now
Markets and Economy
The case against gold and why it’s wrong
February 13, 2026Delve into the factors driving gold's rally and the risks that could undermine its performance.Read Now
Markets and Economy
January jobs report shows 130,000 new jobs, slightly lower unemployment: What it signals for 2026
February 12, 2026The January jobs report offers an early read on the 2026 labor market. Learn what the latest employment data may signal for growth, inflation and interest rates.Read Now
Markets and Economy
What you need to know about the affordability debate
February 11, 2026Why does weak consumer sentiment diverge from market optimism – and what might policymakers do about it? Read our Global Investment Strategy team’s full report.Read NowBanking
Building a better banking relationship: Q&A with Angelena Mascilli
February 26, 2026You can deepen your relationship with your bank and streamline your wealth management when you opt to bank, invest and plan under the one financial firm.Read NowFamily Legacy
Driving value: Lending strategies for auto collectors
February 23, 2026Financing for iconic automobiles can turn your passion into a powerful financial tool. Read more about lending strategies and how you can leverage them for success.Read NowWealth Planning
What are the tax changes for 2026?
February 23, 2026There are many tax code changes on the horizon that are the result of the One Big Beautiful Bill Act. Become familiar with what they are as you optimize your 2026 financial plan.Read NowWealth Planning
What are Employee Stock Ownership Plans (ESOPs)?
February 23, 2026An Employee Stock Ownership Plan (ESOP) is a qualified retirement plan that provides employees with ownership interest in the company. Read more here.Read NowBusiness Planning
Navigating uncertainty: A path for business owners
February 23, 2026With constantly evolving economic, political and technological landscapes, it’s important for business owners to have a plan.Read NowMarkets and Economy
Why AI might strain the economy before it booms
February 20, 2026Artificial intelligence (AI) could suppress demand before productivity gains are felt as adoption spreads, prompting widespread job displacement.Read NowMarkets and Economy
The case against gold and why it’s wrong
February 13, 2026Delve into the factors driving gold's rally and the risks that could undermine its performance.Read NowMarkets and Economy
January jobs report shows 130,000 new jobs, slightly lower unemployment: What it signals for 2026
February 12, 2026The January jobs report offers an early read on the 2026 labor market. Learn what the latest employment data may signal for growth, inflation and interest rates.Read NowMarkets and Economy
What you need to know about the affordability debate
February 11, 2026Why does weak consumer sentiment diverge from market optimism – and what might policymakers do about it? Read our Global Investment Strategy team’s full report.Read Now
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.