High Net-Worth Individuals

SIA specializes in providing personalized wealth management for high net-worth individuals. Our team, with over 125 years of combined industry experience, offers investment consulting services and a proprietary investment manager selection process.

Our wealth management services include:

Our wealth management services include:

  • tailoring asset allocation decisions and implementing portfolio strategies.

  • tax planning and tax efficient investment strategies.

  • planning for retirement.

  • establishing and meeting charitable giving goals.

  • collaborating on estate planning.

  • assisting with intergenerational wealth transfer.

Our goal is to simplify the wealth management process. We are proactive leaders, committed to working closely with clients’ other professionals such as accountants and attorneys, to ensure a cohesive and integrated approach to wealth management. We believe in the importance of education and strive to help our clients understand their investments and our process.

Serving as fiduciaries, we are bound legally and ethically to act in our clients' best interests, with a duty to preserve good faith and trust. We are fee-only advisors and operate with complete transparency and earn no hidden fees or commissions.