Who We Are

Frustrated with many aspects of the current state of misalignment of interests and the degradation of service in the wealth management industry, we at Members’ Wealth were determined to build a firm that put service before all else.

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

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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

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

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Reinvent the way You Experience
Wealth Management

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We coordinate the investment, tax, legal, and estate demands through our unique approach.
How We Help
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Our financial advisors have decades of experience serving a variety of individual and corporate clients.
Who We Serve
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