Our Boutiques
University Wealth Advisors
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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.
At Boutique Wealth Advisors, 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.
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.
Don’t see yourself reflected in one of these boutiques?
While most of our clients are served through a defined advisory boutique, some relationships fall outside neat categories—most often as family members or close friends of existing clients.
In those cases, we begin with a conversation to determine whether our planning approach is appropriate and whether we can add meaningful value given your specific circumstances. When there is alignment, we are happy to craft a customized wealth management plan designed around your needs.