Madison’s wealth management team oversees $700 million in assets (as of June 30, 2016). We provide planning and advisory services and build customized tax- and fee-conscious investment portfolios for professionals, business owners and high net worth families.Schedule A Consultation
As a Registered Investment Advisor (RIA), our team acts as a fiduciary on behalf of their clients. We work with you to compile your financial information (assets, liabilities, income, risk tolerance, taxes) and learn about your goals, expectations and concerns.
These insights help us model your financial life and inform an asset allocation and wealth plan that accounts for your current lifestyle and future ambitions.
Once we reach consensus, our advisors will construct a custom portfolio following a philosophy that seeks long-term returns by capturing growth opportunities in positive environments, while minimizing drawdowns in market declines.- Customized Investment Solutions
Marian has over 35 years of investment experience, including portfolio management and serving as head of equities. She specializes in customized portfolio management for Madison's high net-worth relationships.
Walter has nearly 30 years of investment experience and develops customized portfolios for Madison’s high net-worth clients. He serves as a portfolio manager on Madison’s covered call strategies.
Ben leads Madison's Wealth Management Investment Committee, and has earned both a J.D. and MBA. He creates customized asset allocation, financial and investment plans for Madison’s high net-worth clients.
We’ve compiled a roster of resources to assist you in areas that surpass standard wealth management.
These services include researching opportunities in alternative asset classes (such as real estate and private equity), charitable planning and comprehensive financial reporting for multi-generational families and collective investment entities.
Our advisors will also collaborate with your attorney, accountant and other professional service providers to deliver the clearest picture of the financial health of your family, estate and business.
Madison does not provide legal or tax advice. Consult an attorney or tax professional regarding your specific situation.