We provide integrated wealth management services. We create comprehensive financial strategies that encompass investment, tax, estate and wealth transfer, and philanthropic planning. We orchestrate all of the investment and professional services required to implement these plans. We track all of our clients’ assets. We help them reach important goals.

Getting to know you is the first step in the process. We take the time to gain a clear understanding of your particular objectives, risk tolerance, attitudes toward wealth and investments and personal preferences.

The process continues with strategic planning, implementation, and review customized to meet your specific concerns. The only constant is the direct involvement of a Gresham advisor, every step of the way.

Reports are comprehensive. Created using Advent Axys software, they look beyond the capital we advise on to all of your assets, including trusts, foundations, family partnerships, real estate, personal property, and deferred compensation. We capture your entire net worth, and allow you to “look through” to assets by investment type and investment entity.

Gresham's Advantage

Our integrated services offer several advantages: close collaboration with our professional partners and your professional team makes the best use of our combined expertise, improves communications, and assures that no details are overlooked. You gain access to outstanding investment talent, along with the full range of skills needed to manage complex family holdings. You secure all of the services you are looking for with a single call to a person who understands your interests. And puts them first.