We are a team of professionals with different temperaments, talents, and convictions, united by a shared ideal: that exceptional wealth management is defined by personalized advice, thoughtful collaboration, and an unwavering commitment to each client’s unique goals.
Years of experience across global banks, asset managers, and family offices showed us both the power of great advice and the limitations of a captive environment.
That experience led us to create XXI Wealth—an independent fiduciary firm free to build each client’s strategy from the ground up, using the investments, planning tools, and solutions we believe are best suited to their needs.
We work with successful business owners, executives, attorneys, physicians, entrepreneurs, professional athletes, and multigenerational families—clients whose investment, tax, estate, and planning decisions are too interconnected to be considered in isolation.
More than twenty years advising successful individuals, families, business owners, and executives. Planning, investment, and tax, held as one decision.
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More than two decades across capital markets and the business of sports. He leads how portfolios are built and managed.
Read BioYour financial life is connected.
Your advice should be, too.