Boutique Wealth Management Firm

Baldassari Advisory is a boutique wealth management firm providing concierge service to individuals, families and family offices as well as businesses.

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By intentionally working with a select and limited number of clients, Baldassari Advisory is able to devote significant time, thought and efforts to each client. This avoids the often bureaucratic and cookie-cutter approach of larger institutions and gives our clients a customized and personalized experience that grows and evolves with their priorities.

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Before providing advice and constructing your portfolio, we take the time to thoroughly understand your goals and discover your current and long-term income needs, your appetite for risk (and even losses), and the state of your liabilities and cash flow so we can chart together a plan that makes sense for your lifestyle. As we initiate our work together, we’ll do a complete inventory of any trust and estate documents, insurance policies, and buy-sell or other legal agreements to paint a comprehensive picture for the way forward. This also means coordinating closely with your team of professionals for tax, legal, estate and insurance needs.