WEALTH MANAGEMENT
FOR BUSY PROFESSIONALS
Customized financial planning to help you
reach your goals and invest wisely.
MODERN, FLEXIBLE APPROACH
Meet your financial objectives by understanding your goals and investment allocation through customized solutions & tax planning.
Keeping you on track by reviewing and proactively managing your investment assets and helping you design an asset allocation.
INNOVATIVE SOLUTIONS FOR LONG-TERM FINANCIAL SUCCESS
FEATURED IN
EMPOWERING YOUR FINANCIAL JOURNEY
NO NONSENSE APPROACH TO PLANNING
Founded in 2022, our unique financial services firm offers creative and modern financial solutions that can help you see your goals realized.
Think of us as a numbers firm for numbers people - we do our best work with professionals like accountants, doctors, business owners, and engineers.
RETURNS BEYOND INVESTMENTS
OFFERING HIGH QUALITY CUSTOMER SERVICE WRAPPED IN PROFESSIONALISM
We strive to deliver a premium boutique “family office” experience with a lower client count and a higher rate of personal service.
Our firm is a fiduciary and does not sell products to clients and does not earn commissions outside of management fees. Instead, we work to connect clients with experts who focus solely on their areas of expertise, such as estate planning, insurance, accounting, business succession and more.
YOUR WEALTH. YOUR WAY.
PRESERVING AND PROTECTING YOUR ASSETS.
BUILD A LEGACY ON YOUR TERMS.
PRIORITIZING YOUR
UNIQUE NEEDS
Our objective at 1522 Financial is to offer transparent, flexible solutions to help you reach your goals and invest wisely. Every client we partner with is unique. Whether it be a comprehensive plan with ongoing management or a simple “check-up” - we adjust to meet your needs, not the other way around.
