About My Practice
SULLIVAN & SERWITZ is a fee-only firm, offering a multi-disciplinary approach to providing investment and financial counsel to its affluent clientele. Modeled after a traditional Family Office, we assist clients in the strategic integration of investment, estate, and retirement planning as well as asset protection techniques.
Serving a broad cross section of affluent families, our practice is small by design. We are committed to maintaining the highest quality services through the controlled growth of our boutique practice, preserving the principal-to-principal relationships we enjoy with our clients. A complimentary introductory meeting is offered to all prospective clients meeting our minimum investment account of $3,000,000.
34 YEARS OF EXPERIENCE WORKING WITH AN AFFLUENT CLIENTELE. WE INTEGRATE THE PERSONAL AND FINANCIAL OBJECTIVES OF THE CLIENT AND THEIR FAMILY, OFTEN WORKING WITH A CLIENT'S OTHER BUSINESS, TAX, LEGAL AND INSURANCE ADVISORS.
WE ARE ALSO ONE OF THE FEW FIRMS TO OFFER THE OPTION OF A PERFORMANCE-BASED FEE FOR CLIENTS WHO PREFER TO PAY ADVISORY FEES ON THE BASIS OF INVESTMENT RESULTS. MORE DETAILS ARE AVAILABLE BY VISITING OUR WEBSITE WWW.SULLIVANSERWITZ.COM.
Registrations, Licenses, Certifications & Affiliations
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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