Traditionally, investment management and wealth management have been practiced separately, leaving clients with the burden of managing complex financial affairs.  At Inverness, our unified approach to wealth management is designed to address all of the complexities relating to money.   


The tailored wealth and investment management programs we create for each client benefit from our team's broad range of experiences, skill sets and disciplines.   However, to be truly successful, we believe we must engage not only with our clients but also with their stakeholders, which may include family members and their trusted advisors, - such as lawyers and accountants.


By working with all of the interested parties and considering all of the issues connected with a client's wealth, we can craft unique solutions.  Through an ongoing communication process, we monitor these plans and make adjustments to meet the changing environment.  Our focus is on empowering clients to achieve their goals, whatever they may be.

Our Approach to Wealth Management

How can we help you accomplish what you want with your wealth?




Why is a tailored approach important?
How do we use information to empower you?


What do you want to accomplish with your wealth?

We welcome the opportunity to work with you in pursuit of your aspirations.

Please contact Philip Lawrence at
(212) 207-2122 or