Noble Story
Noble Family Wealth is a firm of experienced professionals that specialize in providing comprehensive investment and life-planning solutions to affluent individuals and their families. We advise, guide, and motivate our clients to implement solutions – creating their legacy and simplifying their lives.
It started with a collection of like-minded professionals, each with a deep background serving the needs of wealthy families, who came together to create something unique and special. We all had successful careers in large corporate brokerage firms, RIAs, trust companies, and banks. Our decades of experience proved to us that true wealth management services are difficult to deliver alongside the demands of corporate silos, outside investors, and layers of bureaucracy. We rejected the relentless focus on scale, multiple product-lines, and constant employee turnover. Our integrity and professionalism demanded something different.
The result? A boutique firm that provides wealth management and niche financial services to wealthy families:
- Wealth management is our only business. ~ We have no distractions.
- We work with a limited number of families. ~ Our professionals are available.
- Objective counsel with nothing proprietary. Ever. ~ Noble puts your family first.
- 100% employee owned. ~ We are accountable only to you.
- Fee-only. ~ We are transparent.
