Though our clients often choose us for our comprehensive wealth management expertise, we look beyond the tactical guidance and take a much more expansive view of our role–we are true relationship managers. We commit to obtaining the greatest possible understanding of you, your family, business and personal priorities, as well as your total financial picture.
With deep experience working within Private Wealth Management's multinational investment and currency platforms, we are not only well-positioned to provide highly specialized guidance, but to directly access and execute solutions with ease and efficiency.
Robert Bertino has been recognized as an industry leader.
- Forbes Best-In-State Wealth Advisors, 2019
- Forbes/SHOOK America's Top Wealth Advisors, 2019
- Financial Times Top 400 Financial Advisers, 2019, 2020
- Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019, 2020
- Barron's Top 1,000 Financial Advisors, 2013