Our independence enables us to impartially evaluate investment strategies, managers, and investment products. We are first and foremost focused on our clients and act in their best interests.

Who Are We?
We are a team of financial experts who specialize in helping people achieve their financial goals and secure their future. We understand that your financial future is of utmost importance to you and your family. As founding partners at Snowden Lane Partners, our commitment lies in fostering a client-focused environment where teamwork and collaboration align our interests. We believe everyone deserves a financially stable and stress-free life, and we’re passionate about making it happen.

Empowering You to Take Control of Your Finances:
Our work goes beyond numbers and spreadsheets; it’s about empowering you to take control of your finances and make smart decisions that will benefit you and your loved ones for years to come. We will create a supportive environment where you can feel comfortable asking questions and gaining knowledge to feel confident about moving forward. This affords you more time to live the life you have earned and helps to reduce stress, which results in more comfort for you and your family.

“WEALTHY” is our comprehensive fiduciary approach to wealth management.
Our approach makes it easy for you to understand and follow by using everyday language, avoiding technical industry jargon. As fiduciaries, we prioritize your best interests, providing expert advice throughout your financial journey. Let’s embark on a prosperous future together with “WEALTHY” by your side.

W – Written Plan: A customized financial plan centered on your goals, crafted by a fiduciary.
E – Evaluate Progress: Monitor your progress-to-goals within the plan annually with fiduciary guidance.
A – Actionable Roadmap: A detailed path to a secure retirement, backed by a fiduciary commitment.
L – Liability Protection: Complete insurance review to safeguard your assets.
T – Trustworthy Estate: An estate plan overview, ensuring efficient wealth transfer.
H – Holistic Analysis: Annual asset and liability assessment for financial clarity.
Y – Yearly Worth: Track your financial growth with an annual net worth statement.

It’s worth noting that most people we meet have few, if any, of these 7 elements in place. We are proud to deliver all of these to our valued clients! Experience the benefits of a complete financial plan with our team! Your journey begins with a 15-minute “fit call” so we can better understand what you are looking for and you can learn about how we might be able to help you. Click on “Contact Us” for various ways to get in touch.

Our Commitment to Excellence:
We are honored to have received numerous recognitions, including Forbes’ Best In State Wealth Advisor, Barron’s “Top Advisor”, and several L.A. Wealth Magazine Awards. These distinctions, bestowed upon less than two percent of financial advisors, demonstrate our unwavering commitment to delivering personalized, innovative financial solutions tailored to your unique needs.

We invite you to reach out with any questions or to explore how we can assist you in achieving your financial goals. Your initial consultation is free, allowing us to get to know you and your financial aspirations. Let’s work together to secure your prosperous future.