Nick Blankl, Mba, Cfa, Cexp Email & Phone Number

Consilium Wealth Advisory is a fee-only Investment and Wealth Management firm. We offer business owners, families, foundations and non-profits a holistic and custom-built approach to investment and wealth management that involves a multi-dimensional process that extends beyond investing in order to uncover opportunities, manage risks and preserve & grow wealth.My mission is to assist owners and families by developing a comprehensive wealth framework, which is sustainable for multiple generations. This wealth framework includes the preservation, development and growth of the family through the establishment of a family mission statement, which serves as the foundation from which the family's human, intellectual and financial capital is created and nurtured.Consilium Wealth Advisory is structured as a multi-family office that provides high net worth clients with a wide range of professional wealth management services including; Family Meetings, Financial Planning, Retirement Planning, Estate & Tax Planning, Philanthropy Planning, Investment Management, Business Succession Planning, and family office services and more.Our clients are attracted to Consilium because:• We are a Registered Investment Adviser (RIA) and not a commission based broker selling products• We are a independent fiduciary focused on creating multi-generational and sustainable family wealth• We develop the human and intellectual capital of the family’s members• We provide a personalized service and communicate regularly

Listed skills include Portfolio Management, Investments, Financial Modeling, Valuation, and 22 others.