Our Story
Members’ Wealth was founded with a clear purpose: to provide objective, fiduciary-centered guidance built on a foundation of transparency rather than product-driven incentives.
As independent, fee-only fiduciaries, we offer financial planning and investment guidance designed to support your individual priorities. Our focus is on developing coordinated wealth management strategies that help align your financial goals over time.
Our Team Members
For nearly three decades, the Team Members of Members’ Wealth have worked in financial services firms within various roles, and across a variety of corporate structures (investor-owned, client-owned, employee-owned, and public companies).
Our Strategic Advisors
We seek to further enhance our client’s experience through the use of Strategic Advisors. These external advisors work with the Members' Wealth team to deliver the best possible experience to our clients through their expertise.
Our Principles
At Members’ Wealth we believe everyone deserves a comprehensive financial plan that charts a course to individualized prosperity and a better life, not just the ultrawealthy. In achieving this, we strive to make our clients lives easier and bring them financial comfort so they can focus on what matters to them most.
Two Clear Takeaways
Wealth Management is a Service Business
Wealth management is a service business and should be treated as such with proper incentives.
Corporate Structure should align with Service
Our Model
Members’ Wealth was conceived with the goal of bringing the most sought-after and needed financial advice and services to family wealth management.
Members' Wealth focuses on service to client first and foremost.
Why Members' Wealth
Members' Wealth is the next evolution of private wealth management.
Two Clear Benefits
Members' Wealth focuses on the delivery of benefits and services
By successfully doing so, more of the firm revenue can go to improving the Members' experience rather than to marketing and sales. The focus on service is the marketing as clients share their experiences with all who will listen, thus organically driving sales.
Clients benefit from the integration and community of our organization
Our Organization
Reinvent the way you experience Wealth Management with an organization built for service. Gain financial preparedness with a comprehensive holistic strategy custom tailored to suit your needs.
We are not a Product, we are a Service
Reinvent the way You Experience
Wealth Management
