Our Advisors
540 Madison Wealth Advisors Group
Globally focused. Managing clients financial expectations. Delivering sound advice.
The Bird Group
Our goal is to build an authentic partnership with our clients. Partnership enhances our ability to help you achieve your goals.
The Cannon Vegas Group
In a world of interconnected financial markets, investing with a global perspective is integral to the objective of mitigating risks while achieving risk appropriate returns.
The Davidson Group
Trusted advisors providing customized investment solutions with efficiency.
The DiCiaccio Team
Separating out what is meaningful to your portfolio and preserving your lifestyle is our job. When we act as your fiduciary, we help eliminate the many problems associated with commission-oriented, product-focused salespeople. Your success is our success.
The Feldman Group
People don’t really care how much you know, until they know how much you care.
Fieldstone Family Advisors
Fieldstone Family Advisors is a specialized practice within Snowden Lane Partners. It was founded in 2022 by a select group from Fieldpoint Private’s New York City wealth management team. Twelve investment professionals– including seven Managing Directors and our Head of Research – moved to Snowden Lane to create the Fieldstone Family Advisors.
The Harbor Wealth Advisory Group
Our team is set apart by a rare combination of experience and perspective.
The Hewitt Group
Exceptional, personalized service is the hallmark of our approach to working with our clients.
The Hoffman Manzanares Group
Our goal through our extensive investment experience is to provide investment solutions to help our clients build, protect and pass their wealth on for generations to come.
The Hogan Eller Group
We are committed to enriching the lives of our clients through sound financial advice, integrity, and excellent service beyond expectations.
The Hwang Group
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.
The LaMothe-Gonzalez Group
Over our 20+ years of industry experience, we are proud of helping our clients successfully navigate through economic cycles and life events. Our daily motivation comes from the privilege of working with so many successful families and businesses, each and every day.
The LEAD International Group
Globally minded, delivering the highest standards of advice and client experience, while preserving the safety of assets.
Magnolia Wealth Advisors
As your fiduciary, we are first and foremost focused on our clients’ financial goals and act in their best interest.
The Mahoney Wealth Advisory Group
The foundation of our client relationships will always be integrity, transparency, and straight forward advice for your ever-changing life.
The OSM Global Wealth Management Group
Providing exceptional service with a global perspective.
The Private Wealth Management Group
Providing global, independent wealth advice focused on what’s most important: the success of our clients.
Riverstone Capital Wealth Group
Exceptional, personalized service is the hallmark of our approach to working with our clients.
Sound Advisory Group
We work with our clients to help them visualize their goals and create a strategy to realize those goals.
Strategic Management Group
Our team is set apart by a rare combination of experience and perspective.
The Upland Group
Deliver excellence through our thought process and investment action.
The Zuckerman McManus Wealth Advisory Group
The Zuckerman McManus Wealth Advisory Group provides clients a family office level of service and attention. We deliver long-term, customized strategies built to last.
Veritas Private Wealth Management Group
The foundation of our client relationships will always be excellence, discipline and integrity.