Our Boutiques
At Boutique Wealth Solutions, we believe the best financial advice starts with understanding who the client really is — not just what they’re worth.
Each of our boutique brands is designed around a specific characteristic of complexity™ — a defining trait that shapes how a client makes financial decisions and the planning questions the face. We are niche, really niche.
University Wealth Advisors
Built for university faculty and higher education professionals.
We specialize in helping you make the most of your retirement plans, pensions, deferred comp, and academic career transitions—with clear, ongoing guidance through every phase of your life.
Ecclesia Capital Management
A values-based boutique for Catholic and Christian families.
Your faith shapes how you steward your resources. We offer investment alignment, charitable giving strategies, and financial planning that honors both your beliefs and your goals.
Entrepreneur Wealth Advisors
Built by entrepreneurs, for entrepreneurs.
You’re building something bigger than yourself—and your personal finances can’t be separated from your business decisions. We provide integrated planning that helps you grow, protect, and transition your wealth with confidence.
“Scaling advice isn’t about created a standardized one-size-fits-all model to service clients; it’s about honing in on one type of clientele who each need customized answers to the same question.”
- Michael Kitces