Our Model for Coordinated Wealth Management
Each of our advisors focuses on a select set of clients because you deserve an authentically elite wealth management experience.
We get to know you — your unique goals, challenges, and what makes you, you. Financial assets are only part of your story.
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The Constellation Difference
We are wealth advisors with a family office approach.
With our Navigation Team approach, our wealth advisory team collaborates seamlessly with your curated, cross-disciplinary team of bankers, attorneys, CPAs and more. If you don’t have a team, we can help you build one by referring professionals we know and trust.
Each individual on the Constellation Wealth Advisors team is chosen based on your unique, high-net worth scenario to lead and coordinate your whole circle of professionals. Together, we form a constellation of talent dedicated to the goals you want to accomplish.
If you’ve built significant wealth, you likely have a complex situation. Solving for complexity is what we love most. We enjoy investing our time to understand and strategize because it means we emerge with an organized, custom solution for you. The result? An in-depth analysis, tailored maps and a dashboard so you’re always in control.
What are your needs, wants and aspirations? We believe every asset should be assigned a purpose relative to these categories. Our investment philosophy is rooted in our goals-based framework developed by you and deeply understood by us. We also focus on after-tax returns to help you keep more of what you’ve earned. Our Private Capital platform gets you access to unique investment thinking and opportunities that are rare elsewhere. You’ll find our approach to be purposeful, evidence-based and opportunistic.
Managing Your Complexity as
Total Balance Sheet Advisors
Your success creates complex challenges and opportunities that span more than your investment portfolio. Meaningful advice should too. As total balance sheet advisors, our recommendations consider your total net worth, from homes to business ownership to stock options and more. We feel this holistic view means more purposeful, strategic recommendations for your future investing.
Experience our different approach to wealth management
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Wealth Mapping
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Wealth Planning Education & Oversight
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Tax Planning
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Cash Flow Planning
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Balance Sheet Reporting
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Net Worth Management
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Private Capital Portfolio Management and Budgeting
Navigation Team Approach
A key aspect to what we do is pulling together and leading the collaboration among your full team of advisors – your Navigation Team. Our approach and facilitation of annual meetings with your team creates an environment for proactive collaboration from traditionally transactional relationships.
Private Capital Opportunities
Private capital is a core component of our wealth management model for clients with the ability to take on less liquidity. When appropriate, these investments can expand opportunity, but they also introduce added complexity that requires thoughtful structure and ongoing oversight.
Through our network and relationships across the industry, we source and evaluate opportunities spanning private equity, venture capital, real assets, and private credit. Rather than focusing solely on access, our wealth management model emphasizes how these investments are selected, combined, and aligned with your broader financial picture.
We manage private capital through a vertically integrated platform designed to bring scale, efficiency, and clarity to what is often an opaque part of the market. This allows clients to participate in a diversified, customizable portfolio of private investments within a more streamlined framework, supported by consistent communication and visibility into performance over time.
Investment Philosophy
Our investment philosophy is a core part of our wealth management model and is intended to bring structure to complex financial decisions. We build portfolios that are purposeful, evidence-based, and able to adapt as opportunities evolve over time.
Our process starts with a clear understanding of your full balance sheet, including assets, liabilities, and future earning potential, along with what you want those resources to support. From there, we frame investment decisions around three questions:
- What do you need for safety?
- What do you want for comfort?
- What do you aspire to achieve?
These questions help define how capital should be allocated, balancing near-term needs with longer-term objectives.
We approach portfolio construction with the understanding that your financial life extends beyond traditional investments. Public and private assets are considered together as part of a broader strategy that reflects your overall financial picture.
For many clients, private capital plays a role. When it does, we incorporate investments across private equity, venture capital, real assets, and private credit through a structured process. Our platform is designed to support a tailored allocation to private investments while allowing for flexibility around assets you may already hold or choose to pursue independently.
Meet the people who lead the way.
Being surrounded by people who want to win is contagious, I’m incredibly fortunate to experience this at Constellation. The genuine care our Constellation teammates have for one another is truly unique.
