
William Triantafel, CIMA®
Building wealth consumes most of your career, reflecting a commitment to hard work and professional achievement. Safeguarding that wealth and ensuring it can grow to meet your goals is what consumes our team. We strive to deliver clarity and instill confidence in you as a client in order to help protect your hard-earned assets and secure your financial future.
Since 1985, we have served the needs of successful individuals and families like you who want to secure the wealth they have built and provide for future generations. Our priorities are to develop a trusting relationship and educate you on key financial concepts to build conviction in your wealth plan and a clear understanding of how we can help you reach your goals.
Our team is structured as a high value family office, providing direct access to the specialist capabilities and experience of eight financial advisors. Since our advisors cover a multi-decade range of age and experience, we are positioned to comprehensively serve not only you but also your children and grandchildren as their financial needs and goals come into focus. You can expect timely answers to your questions from our rapid-response client service and support specialists as well as proactive communications from your primary advisor to always keep you informed.