Helping affluent families navigate the complexities of wealth
All my life, helping others has been a focus all around me. My father was a world-famous orthopedic surgeon who focused on children and professional athletes. My mother was a nurse. They grew up in small towns in Illinois, “farm country” where communities were tight-knit and neighbors were always there to help. Today, I look after my clients’ financial health with that highly personal, small-town approach, just like I learned growing up.
As the leading client advisor of Decker Global Wealth Group, I have had the privilege of partnering with many families to help them navigate the complexities of wealth. My team and I offer our in-depth knowledge and experience to address the needs of successful multigenerational families with more than $13 million in investable assets and more than $25 million in net worth. It is my pleasure to share this overview with you, outlining the service we can provide. As you learn more about us, there are three things we focus on:
WE UNDERSTAND THE COMPLEXITIES THAT COME WITH MULTIGENERATIONAL WEALTH SUCH AS YOURS.
WE HAVE A CLEAR UNDERSTANDING OF HOW WE WILL MANAGE YOUR WEALTH FOR GENERATIONS TO COME.
WE ARE CAPABLE OF HELPING TO MAKE YOUR LIFE SIMPLER WITH THE SERVICES WE PROVIDE.
Alex. Brown’s team of knowledgeable professionals is well-positioned to manage the many unique aspects and needs you may have. We provide access to sophisticated strategies, exposure to global resources, and a reliable, objective investment platform. We will also help create strategies that enable you to pass down a financial legacy for many generations to come, including those who are not yet born – something we call the 100 Year Wealth Plan. I look forward to meeting with you in the near future. Should you have any questions that arise in the interim, please contact me directly. Thank you for allowing me to be part of your wealth management process.
The benefits of a well-rounded wealth planning team
The comprehensive wealth planning and concierge-level service we provide are augmented by a roster of Alex. Brown professionals with a deep knowledge of wealth planning, insurance planning, structured lending, alternative investments, mortgages and more.read more
An elevated advisory experience
A primer of OUR PHILOSOPHY
We believe in creating wealth strategies that enable you to pass down a financial legacy for many generations to come – something we call the 100-Year Wealth Plan. Our goal is to educate every member of your family to be a responsible steward of wealth.
A summary of OUR PROCESS
While the customized wealth plan we create for each client is unique, the consistent way we go about it is uniform in its structure for one simple reason: It helps ensure that we truly reflect you and fully address every essential financial matter in your life.