What Will Define Your Legacy?

As a high net worth individual, you have access to an abundance of choices in your life. When it comes to the deeply personal matter of your wealth, choosing who will help you preserve it for future generations carries special weight. 

We’re entrusted with the legacies of some of the country’s most successful entrepreneurs, leaders, business owners, and innovators. Our broad scope of solutions; our tailored, best-interest approach, and the precision with which we design their portfolios is just part of what makes us their choice to

implement wealth-management strategies that last the test of time. Importantly, because we have the freedom to work with the family to choose what’s best for them, our clients know their investment solutions are truly unique and crafted to their specific needs.

Every detail considered. Every outcome inspected. Every legacy held carefully.

In building long-term wealth for high net worth families, we rely on more than innovative investment strategies. We tailor our guidance around what’s at the heart of providing for future generations: values, goals, and lasting legacies.

The Tierney Wealth Way

We treat each client like they’re our only client, driven by our core values of loyalty, responsibility, and trust. This level of bespoke service is known as the Tierney Wealth Way, but for our team, it’s the only way.