Your business. Your family. Your future. Private Wealth Management 
You’ve built a thriving business and your years of hard work are paying off. Where do you go from here?
At Constellation Wealth Management, we work with entrepreneurs and business owners to help them answer that question. We have 40 years of experience advising successful individuals about growing their business, planning for a sale or succession, maximizing their liquidity event and living well after the transition.
We look to set ourselves apart with the depth of planning we do, the way we anticipate and strategize about the future and our focus on every aspect of a business owner’s personal and financial life. As Private Wealth Advisors at UBS, we offer our clients access to a wide network of experts, as well as global resources to benefit their family and their business.
Constellation Wealth Management
305-682-4652
855-472-2771
18851 NE 29th Avenue
11th Fl
Aventura, FL 33180
“It isn’t easy for most people to navigate the complexities of their financial lives. We help them do that, and we feel great about making a difference.”
— Worth Boyce, CFP®
We take your business personally
Business owners and entrepreneurs are different from other accomplished professionals. You need solutions that reflect your intertwined finances, including:
You've been laser-focused on building your business, which hasn’t left much time to consider your personal financial life. We draw on the planning tools and resources of UBS to help address your insurance, estate planning strategies and liability management needs.
All business owners exit eventually. You’ll need a network to advise you on the best way to do it. We can connect you with the attorneys and tax professionals we trust, the business development experts at UBS and our firm’s boutique investment banking network, all of whom can offer input as you start to consider a sale.
Our focus and passion
Understanding the needs of entrepreneurs
Why do we work with entrepreneurs and business owners? Because we respect their drive and creativity– and we want to help with their unmet needs. Our team has the experience and the background to help prepare your family and your business for a future transition.
We can help address all your financial planning needs and have access to other professionals with experience in specific areas of financial planning. For example, we can recommend estate planning attorneys to ensure that your assets are structured properly, and bring in UBS risk management specialists to help eliminate any gaps in your insurance coverage.
Our creative approach is illustrated by our Client Profile, a document we compile to help us address your entire situation. We meet with you to do a deep dive that covers: the needs of each family member; assets and liabilities; income requirements before and after the liquidity event; and wealth transfer wishes. We put in the time long before your transition to position you as well as possible, and we will help you manage your assets for continued growth and liquidity afterward.
Building long-term relationships
Our goal is to begin working with owners and entrepreneurs well before they begin any transition. We devote considerable time to understanding them and their families. You can feel confident that we will give you our undivided attention, and be your sounding board for all the decisions you face.
Because we believe that high-quality customer service is essential to a client relationship, our team has as many Client Service Associates as Financial Advisors. We take considerable pride in helping our clients, even with nonfinancial matters. Our goal is to work with you, your children and eventually your grandchildren as the legacy you create endures over time.
Delivering the resources of a global firm
Between our team of Private Wealth Advisors and the breadth of UBS, we offer a full menu of wealth management strategies and solutions. We want to oversee the process of maximizing your business opportunities and helping your family pursue its goals.
Does your business have the proper corporate structure? Do you have key person insurance in place? Could your investments be working harder? Our team asks the right questions and works with you to find the answers.
As part of Private Wealth Management, we work collaboratively with experienced teams such as the Advanced Planning Group, which offers you insights about tax strategy, estate planning and philanthropic topics. We can also connect you with the Portfolio Advisory Group, which uses sophisticated quantitative analysis and research-driven asset allocation to construct customized portfolios.
Hank Boyce has been recognized as an industry leader
- Barron's Top 1,200 Financial Advisors, 2018
- Financial Times Top 400 Financial Advisers, 2018
Nicholas Sadowsky has been recognized as an industry leader.
- Barron's Top 1,200 Financial Advisors, 2019
- Forbes Best-In-State Wealth Advisors, 2018, 2019, 2020
- Forbes America's Top Next-Generation Wealth Advisors, 2017, 2018
- UBS Top 35 Under 35, 2015, 2016, 2017, 2018, 2019
Missy Fierman has been recognized as an industry leader
- ForbesTop Women Wealth Advisors, 2020
Our perspectives
Advice. Beyond investing.
Insights
