What are your goals?

What are your short and long-term financial goals? Setting tangible and realistic goals, following a plan, and tracking your progress is key to achieving what you want out of life.

I want to...

Are you investing for your children’s college education? Your retirement? A vacation home? Or perhaps you are thinking of starting a business. Snowden Lane advisors will work with you to achieve these goals.


  • Financial planning
  • Retirement planning
  • Insurance
  • Liability management
  • Education plans

Working closely with you, your Snowden Lane advisor will create a plan intended to make the most of your assets. We are able to search the world of investments for the solutions that meet your unique criteria and goals, from equities and fixed income to alternative investments and private equity.


  • Investment advisory and management
  • Transactional services
  • Cash management
  • Lending solutions
  • Insurance and annuities
  • Private banking services
  • Access to a range of best in class investment solutions

You’ve worked hard to build a comfortable and secure life for you and your family. We will work with you to help ensure that your family and loved ones continue to benefit from the legacy you’ve created.


  • Trusts, estates and generational planning
  • Philanthropy/Impact investing
  • Professional services referrals
  • Family office services