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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.

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"The road is greater than the Inn only when the road leads to the Inn of our choice."

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Our Scope:

To remain a small and agile investment firm that obsesses over client satisfaction and service.

25

Number of Households in 2023

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.

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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 kind of client that would most benefit:

Every family and individual is unique, yet there are some aspects of our financial lives that we all share.

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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

Annual Income

$400,000+

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