
The advisors at Objectivity Squared bring more than 26 years of combined experience providing financial advisory services for families, entrepreneurs and creatives.
Successful wealth management requires a well-crafted balance of art and science. At Objectivity Squared, we:
Assist our clients in organizing their thoughts and prioritizing their financial objectives so they can coordinate and communicate efforts among multiple advisors, investment firms, and business and philanthropic organizations.
Integrate our own life experiences with deep research and finely honed instincts into our investment philosophy and planning processes.
Deliver thoughtful, informed and objective recommendations rather than simply following conventional wisdom.
Our relationships are built upon trust, which we earn by consistently demonstrating our character, integrity and deep sensitivity in every situation.