Wealth Advisor (Vice President)

The Wealth Advisor (Vice President) operates as part of a four‑person client team intentionally designed to deliver coordinated, deeply personalized service and continuity to UHNW families.  Serving as the primary day‑to‑day contact for client households, Wealth Advisors ensure clients feel supported and cared for across all aspects of their relationship with the firm.

This role manages communication with clients and their other advisors (tax, estate, etc.), coordinates deliverables, and ensures client requests and needs are addressed promptly.