"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

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.

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.

Our investment approach

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

Insights

Family Legacy

Family wealth services: Building in a more holistic approach to wealth management

May 15, 2025With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read Now
Family Legacy

The value of family engagement and governance in wealth planning

May 15, 2025Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read Now
Family Legacy

How to successfully gift to heirs

May 14, 2025Winning wealth-transfer plans combine distribution policies, investment strategies and family governance principles. Here’s how you can potentially hit this trifecta.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.