Some wealth advisors prefer to confuse and dazzle with their financial jargon, overly complex strategies, or frequent tactical maneuverings. At Filament, we prefer to speak plainly and to act in ways that don’t unnecessarily complicate your life.
Our ideas and advice to clients are rooted in years of hands-on experience tackling practically every issue that confronts wealthy families. Along the way we’ve learned that nearly every financial decision has myriad potential solutions. By listening to you and exploring with you the possibilities, we help you get from white paper concepts to real life solutions that work.