Our partner firms are how we serve our clients best because they can offer the individualized service that our customers deserve.

Income Strategies

  • Goals-Based Planning
  • Concentrated Stock Strategies
  • Investment Banking Consultation
  • Retirement Income Planning
  • Succession Planning

Investment Management

  • Investment Analysis
  • Tactical Asset Allocation
  • Portfolio Construction
  • Tax Efficient Strategies
  • Alternative Investments
  • Dynamic Portfolio Construction
  • Active Risk Management

Legacy Building

  • Estate Planning
  • Gifting Strategies & Trusts
  • Family Foundations
  • Donor-Advised Charitable Trust
  • Family Governance
  • Next-Generation Services

Concierge Services

  • Tax Minimization & Tax Management
  • Insurance
  • Major Asset Financing
  • Private Banking
  • Cash Management

If you need a new advisor to help you simplify the decision-making required to manage your financial circumstances both effectively and efficiently, we invite you to consider one of the teams of independent advisors from the 6 Degrees Wealth family.

Contact us today to discuss what your financial goals are.

You’re welcome to contact us to discuss your criteria for considering your next advisor, or you’re welcome to call on our advisors directly.