Preserve. Grow. Endure. Evolve.
Members' Wealth offers a comprehensive private wealth management approach.
Our Unique Approach
Members’ Wealth was conceived with the goal of bringing the most sought-after and needed services to family wealth management.
The Members' Wealth Approach
Your Service Model
At Members' Wealth, your dedicated team of investment professionals coordinate your investment, tax, legal, and estate demands through our unique client service team approach. Our goal is to preserve and grow your wealth to endure over time, while thoughtfully evolving your strategy to suit an ever-changing world.
Dedicated Client Service Team
Members’ Wealth seeks to further enhance our client’s experience through the use of Strategic Advisors. These paid Strategic Advisors are not employees of Members’ Wealth but work to help deliver the best possible service to our clients in coordination with your Members’ Wealth service team.
Strategic Advisors can work in conjunction with our employees in situations where: 1.) there is a specific industry expertise that is required, 2.) we seek a "devil’s advocate" or a more in-depth point of view from a knowledgeable professional outside of our firm.
Also, utilizing Strategic Advisors for specific roles can be more cost beneficial to the organization and thus to our clients. Members’ Wealth vets our Strategic Advisors on behalf of our clients and once approved, their services are then at our disposal as needed.