When Waldron Private Wealth was founded in 1995, John Waldron drew heavily on his private financial planning experience at major accounting firms. This Public Accounting background led him to create a new type of wealth management boutique specifically for ultra high net worth individuals, families and their family offices.
Understanding and Expertise Our approach requires gaining a deep understanding of not only your investments, but of your total financial picture. It is this 360° view that allows us to see all the ways in which your financial decisions affect one another, from taxes to trusts to types of income and timing of distributions. But that thorough knowledge is only the first step; a team of experts with experience in the financial disciplines best suited for your family’s specific circumstances is required to turn this knowledge into clear, sensible advice.
The Solid Foundation of Our Relationship Providing custom wealth management strategies to highly compensated executives, professionals, business owners, and inheritors of wealth starts with creating an in-depth picture of your wealth. It requires a significant commitment of time on our part and yours, but in so doing, we clearly set the expectations we have of each other going forward. It is key to a long and rewarding relationship, and the foundation for an extraordinarily high level of client service.
A Multi-disciplinary Team
All Waldron client teams feature experts with different skill sets. Among the titles and certifications found are Certified Financial Planner®, CPA, Chartered Financial Analyst, Insurance Specialist, Real Estate Specialist, Behavior Financial Advisor, Certified Divorce Financial Analyst, and graduate of the Institute for Preparing Heirs. All teams are consciously built with the client’s needs in mind. The result: whether advising individuals or lending support to a client’s family office—those full-time employees dedicated solely to the management of your wealth—your team appreciates the interrelated nature of every recommendation we make.
To unravel the complexities of your wealth, every Waldron client team has, at minimum, a wealth counselor, an investment specialist, a dedicated client service specialist and a planning specialist. Working together to unearth the effects of every decision across the spectrum of your finances, they never hesitate to call on the expertise of additional team members as needed.