Meet Our Team

Our Motto

At 1818 Wealth Advisors, we understand that each client is unique with their own set of financial goals. That is why we take a holistic, client-first approach to wealth management.
We get to know clients on a personal level, learning about their interests, goals, and overall comfort with risk. We leverage our 50-plus years of combined experience to help clients navigate the markets, provide advice tailored to individual circumstances and priorities, and choose investments that support the pursuit of long-term financial goals.

Our Process

We encourage our clients to meet with us at least one time per year. During our meetings, which can be in person, over the phone, or via video chat, we will go over investment performance, what assets you own, why you own them, and our outlook on the markets going forward. We will also discuss any changes to your lifestyle or goals that may have occurred during the last meeting. It may take multiple meetings with new clients to make sure we understand their financials goals.