Curated Wealth Partners is a multi-family office and investment advisor delivering financial advice and well-being to a growing community of clients. Founded in 2018 with the backing of a small group of successful families, we launched Curated Wealth because our clients deserve a better, more integrated experience.

At Curated, our clients are our partners, and we use that word in our firm’s name with intention. As trusted, long-term, family advisors, we guide them through the many challenges and opportunities that come with wealth.

Please contact us if you think we can be helpful to you and your family.