We provide first class wealth management and personal service to every client, while maintaining a level of integrity and trust that is essential in today’s economic environment Out of respect for our current private clients we currently require a minimum investable relationship of $5,000,000. Should you meet that criteria and wish to speak further we would welcome the opportunity.
Our NHL/AHL Athlete Wealth Management practice has its own specific criteria for new clients, please contact us to discuss further.
Our practice is committed to helping provide financial peace of mind to their clients, which is accomplished through a disciplined approach to accumulating, managing, and preserving wealth.We personally customize comprehensive wealth management strategies unique to each client’s individual needs. We believe that financial success stems from professionalism, hard work, and honesty, all of which are encompassed in our commitment to building a strong, long-term relationship with our clients while placing their best interests first. The foundation of the relationship must be built on understanding and achieving the client’s financial objectives and life-long goals.
Learn more about Steeplechase Wealth Consulting Group