Custom-built wealth management services just for you
We provide holistic wealth management services that incorporate custom asset allocation with a simple, yet sophisticated investment philosophy to drive you towards your goals. We pair these services with a comprehensive review and reporting process to ensure that you, your family, and your assets are being cared for and receiving clear and consistent communication.
Our services typically align best with individuals who have accumulated at least $1 million in assets. We also understand that everyone has their own unique story and situation. We have solutions that are built to meet you where you are so we can build a plan together.
Whether that’s an ongoing relationship or a one-time financial planning engagement, let’s work together to build something great.
Investment Management
We help our clients manage their investments by providing a simple, disciplined, research-based approach centered on a long-term, well-diversified portfolio — not timing the market or picking individual stocks.
We tailor each portfolio to meet the needs of the individual investor, considering the overall financial picture and understanding how each component functions within the greater context of their financial landscape.
Financial Planning
We assess your current financial health by examining your entire financial picture — assets, liabilities, cash flow, insurance, taxes, and investments. From that, we develop a realistic, comprehensive plan aimed at achieving your financial goals by addressing weaknesses and building on strengths.
Your comprehensive financial plan is designed to give you more control and a sense of freedom. With a financial plan, you will be more aware of where you are now and where you are heading in the future.
Family Office Services
You and your family have a complex financial life with many moving parts. It doesn’t have to be that way! Our suite of family office services help you streamline the many different aspects of your financial situation.
We offer services and coordinate with industry professionals to help minimize your burden and allow you to focus on what’s most important…your family.
With Conrad Siegel the difference is clear
Schedule an introductory call or video chat with us to find out how we can help get you where you want to be.
Expertise and advice you can count on
Offering unbiased financial educational and resources to clients and our community is an important way we give back. Our passion for sharing our expertise with others has earned us frequent invitations to share our perspectives nationally and locally.
We offer our insights and investor tips through articles and videos regularly along with valuable worksheets and planners you can use to increase your financial fluency. Check out our Education Center for the latest intelligence in managing your money.