A Select Team of Investment Professionals

A Snowden Lane advisor is part of a team of seasoned financial professionals who built outstanding careers at the world’s largest investment firms. They joined Snowden Lane because they wanted to be part of a culture that puts the client first, values teamwork and collaboration, and affords them the freedom to be true advisors whose interests are aligned with those of their clients.

The Castleberry Advisory Group

San Antonio, TX
“Trusted Advice, Exceptional Service”
Meet the team

The Davidson Group

New York, NY
"Trusted advisors providing customized investment solutions with efficiency."
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The DiCiaccio Team

Pasadena, CA
"The world of investment advice is plagued with conflicts of interest, obscure disclosure and an overall lack of transparency. When we act as your fiduciary, we help eliminate many of the problems associated with commission-oriented, product-focused salespeople."
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The Feldman Group

Pittsburgh, PA
“People do not really care how much you know, until they know how much you care.”
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The Harbor Wealth Advisory Group

Baltimore, MD
“Our priority is to give our clients confidence & clarity in their financial life and to help them achieve their goals with the least amount of risk possible."
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The Hoffman Group

Pasadena, CA
“The benchmark that we care about most is our clients’ expectations.”
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The Hogan Eller Group

San Antonio, TX
“We are committed to enriching the lives of our clients through sound financial advice, integrity, and excellent service beyond expectations.”
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The Hwang Group

New York, NY
"Our distinct areas of knowledge help us to develop customized strategies designed to meet clients’ complex financial needs and to guide clients through difficult financial decisions."
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The LaMothe-Gonzalez Group

Pasadena, CA
“Guiding clients through market cycles and life events is certainly rewarding, but our real inspiration comes from working with so many successful families and businesses each and every day"
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The LDR International Group

San Diego, CA
"Globally minded, delivering the highest standards of advice and client experience, while preserving the safety of assets."
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Riverstone Capital Wealth Group

Bethesda, MD Salisbury, MD
"Exceptional, personalized service is the hallmark of our approach to working with our clients."
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Sound Advisory Group

New Haven, CT
"We work with our clients to help them visualize their goals and create a strategy to realize those goals."
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Strategic Management Group

San Antonio, TX
"Our team is set apart by a rare combination of experience and perspective."
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The Bird Group

New York, NY
“Our goal is to build an authentic partnership with our clients. Partnership enhances our ability to help you achieve your goals.”
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Veritas Private Wealth Management Group

New York, NY
“The foundation of our client relationships will always be excellence, discipline and integrity.”
Meet the team

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