Finerty Team

The Finerty Team is dedicated to providing successful families and family offices with comprehensive holistic financial planning. We coordinate all aspects of investment, tax, estate, insurance, philanthropic, and generational wealth planning. We also serve as investment consultant to endowments, foundations and institutions. Our expertise in investments across public and private markets allows each client portfolio to be specifically tailored to their investment goals. As a SEC registered investment adviser, we serve as a fiduciary to our clients.