Private Wealth Management with Single-Family Office Capabilities
What was once often reserved for families with their own single-family offices is now accessible through private wealth management. We offer a dedicated experience to a select set of clients—those with complex financial needs who’ve been underserved by traditional advisory firms.
You deserve a private family office approach, delivered in a way that fits your life.
How We Began
Constellation Wealth Advisors was founded in 2009 as an independently owned, SEC-registered investment advisor. Our story began when Patrick Lafley and John Williams set out to find a better way to deliver high-caliber private wealth management to families with complex financial situations.
After spending years as financial advisors at big banks and institutions, they teamed up to build a firm that does what’s in the best interest of the client—not the organization.
That’s exactly what we’re still here to do.
Where We’re Heading
Our course is set and we’ve stayed true to our founding vision. To date, we’ve reached over $6.4 billion in assets under management, helping families make the most of their wealth. We are located in Cincinnati, but we’re happy to serve families wherever their dreams take them.
Our goal is to continue finding better and better ways to provide exceptional, tailored wealth management for affluent individuals and families so they have the freedom to focus on what matters most. We look forward to serving you too.
Let us help you navigate wealth effectively.
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