Sophisticated solutions for complex wealth

We think like Chief Investment Officers

• We are insightful, independent thinkers who can confidently challenge the “herd”
• Our approach is very much “data-driven;” we freely employ quantitative, verifiable models to unearth market opportunities.
• UBS and third-party research analysis informs our investment decisions
• Our process is repeatable and transparent

Financial planning is essential and serves as our foundation for guiding you toward your goals

Our process starts with a discussion that helps us focus on three key strategies:  

• Liquidity—to help provide cash flow for short-term expenses
• Longevity—for longer-term needs and
• Legacy—for needs that go beyond your own

We tailor our recommendations and guidance to ensure that your particular hierarchy can be achieved.

_{Timeframes may vary. Strategies are subject to individual client goals, objectives, and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved.}

Our team is both collaborative and complementary.

• We all have particular roles to play in accordance with our diverse backgrounds and areas of expertise.
• Each of us share a common goal—delivering the best and most responsive service to our clients.
• The Willens Group has staying power and there is much to be said for continuity.