Know what you have, know where your money is going, and feel good about it with private wealth management for individuals, families, and institutions.
We actively listen and work with you to understand your financial goals and align your values with your money.
As a fiduciary, we put your best interests before our own. We’re straightforward about what we do for you and what it costs.
From building a strategy together to helping you move your money to ongoing check-ins and guidance — we’re here for you.
After taking the time to understand your financial goals and the impact you want your money to make, as suitable, we then invest your assets using globally diversified, cost-aware strategies designed to get you there.
Every dollar you invest has an impact. We can help you be intentional and still have the opportunity to earn competitive market returns.
Your financial situation is unique. That’s why our team meets you where you are with a personalized financial strategy.
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Looking to invest $1 million or more? Ellevest’s Private Wealth Management team is here to help you reach your financial goals.
