A Private Firm Built for Your Needs
As an Wingspan client, you are served directly by the firm owners and decision makers and you are provided with a level of access and customization that is the hallmark of a boutique firm.
Objective Advice from a Fiduciary
You would never settle for compromised advice about your health. The same should be true for your finances.
As a registered investment advisor (RIA), we have a fiduciary obligation to our clients to provide objective advice and identify the financial solutions that are in your best interest, not ours. We do not accept commissions or share revenue of any kind with the managers we recommend for client portfolios, nor do we sell investment products.
WE UNDERSTAND
PEOPLE,
NOT JUST
THEIR MONEY
Wealth Decisions Are Life Decisions
To make informed and confident decisions about your wealth, you need both technical expertise and personal guidance. The birth of a baby, changes in health, the sale of a business, retirement – these are pivotal events that can reshape your wealth goals. As your life and financial objectives evolve, we provide an ongoing, disciplined structure for ensuring your wealth plans remain relevant and current.
Service Depth and Breadth
You are probably familiar with the iceberg metaphor, which explains that what we see is only the tip of the iceberg, while a much larger whole lies hidden beneath it. In many ways, this metaphor also applies to Wingspan's customer experience. Customers mainly interact with a small number of key personnel, but we have well-established processes, frameworks and team systems in place to ensure that customers' interests are properly managed and safeguarded.
