Our wealth management approach is grounded in an understanding of our client’s entire financial picture. We are able to produce consolidated reports that include assets managed by Inverness along with assets that are held elsewhere, both public and private. We recognize that many of our clients have unique and often complex wealth and investment programs. For clients to reach their goals, it is important to consider asset allocation, but also generational, tax, and cash flow issues. By incorporating all of this information, we can help guide our clients in making ongoing strategic decisions.
We aim to have frequent contact with our clients. We meet regularly with clients, their families, and their trusted advisors in a location that is most convenient for the client. We translate what we hear in these meetings into strategies and plans that are properly aligned with the clients' interests.
We welcome the opportunity to work with you in pursuit of your aspirations.
Please contact Philip Lawrence at
(212) 207-2122 or email@example.com.