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Private Wealth Management

Our mission at Philos Partners is straightforward: to protect and grow your wealth. What distinguishes us is how we go about achieving it. We begin with a deeply entrenched investment culture and combine it with smart wealth planning and excellent service to provide you with the most thoughtful and comprehensive long-term private wealth management experience possible. Our client relationships are supported by the stability, longevity, and alignment of interests established by our partnership structure.

Investment Advisory

We take a long-term, value-oriented approach to investing with the objective of protecting and growing your wealth.

Wealth Planning

Our highly experienced wealth planners partner with you and your advisors on trust and estate, tax, and financial planning matters to help you meet your personal and financial goals.

Philanthropic Advisory

We help our clients address all elements of their philanthropic plans and goals so that they can create a lasting, positive impact.

Trust Services

The core of our offering is our expertise in acting as a trustee or executor for you and your family.

Private Client Lending

We offer you and your family flexible, secured lending in the form of personal loans and lines of credit.

*There is no assurance that our objectives will be achieved.