Shadowbrook
Private Wealth
& Investment
Management
We implement an Institutional Approach to managing Client Wealth. Viewing your goals from a multi-generational perspective allows us to help clients create and work towards their most ambitious goals.
"The road is greater than the Inn only when the road leads to the Inn of our choice."
Our Scope:
To remain a small and agile investment firm that obsesses over client satisfaction and service.
20
Number of Households in 2025
22
Average Weekly Hrs Invested in Portfolio Review
5+
The average tenure in years of client relationships
24
Hour Response Policy
As a boutique Investment and Wealth Management Firm, we strive to create a unique and complete experience that focuses on more than just your investment portfolio. We work with clients to assist them in creating a robust strategy that delves into the aspects of their lives that they find most important.
We aim to create an environment that is conducive to excellent service and a high level of attention to client needs. Staying small allows us to immediately attend to client requests, address concerns, and provide robust Strategic Planning for our clients.
Unique Perspectives:
The whole is greater than the sum of your portfolio.
The Family Tree
Our love for our families drives us, we want to focus on getting to know yours. We have designed a unique Family Tree, which together, allows us to better plan for the next generation.
Understanding your Values
Different individuals have different values, crafting a strategy that offers us the ability to maximize our impact with those values is key.
Organizing Your Non-Investment Life
Our finances are complex, helping streamline your non-investment life is key to building a robust portfolio. We focus on aspects of your life (i.e. Health & the future cost of healthcare) to mitigate potential risks.
Ambitious Goals
Goals have the ability to entice us into achieving things that we wouldn't believe we could otherwise do. We believe our process for goal setting is unique and encourage you to utilize our experience.
Accountability
Having an accountability partner can make all the difference between success and failure for a WLS, we're here every step of the way.
The kind of client that would benefit most:
Every family and individual is unique, yet there are some aspects of our financial lives that we all share.
These data points offer an insight into some demographics of what a Shadowbrook client would look like:
Years to Retirement
7+
Marital Status
Married
% in Alternative Investments
~10 - 15%
Savings Rate
15%+
Time Horizon
28+ Years
Portfolio Size
$3,000,000+
Extensive use of Trusts
Charitable Giving
$50,000+
Liabilities
$500,000 -
$1,000,000
# of Income Streams
3
Annual Travel Budget
$50,000