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Private Wealth
& Investment

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.


Number of Households in 2023


Average Weekly Hrs Invested in Portfolio Review 


The average tenure in years of client relationships 


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 kind of client we serve:

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


Marital Status


% in Alternative Investments

~10 - 15%

Savings Rate


Time Horizon

28+ Years

Portfolio Size


Extensive use of Trusts

Charitable Giving




# of Income Streams


Annual Travel Budget


Annual Income


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