Our Approach A Shared Commitment
Pronomic Wealth Management Group is a team of top-tier investment professionals who share a single vision. We provide industry leading, active fixed-income, equity and tax-sensitive investing strategies to high-net-worth families, corporate executives and professionals to help them build, manage and sustain wealth for future generations. Because life and markets change over time, we utilize a flexible planning process that allows you to take advantage of new opportunities and account for shifting needs throughout various stages of your life.
Secure Your Family's Financial Future
We offer a comprehensive range of unique resources as an alternative option to a family office and with confidentiality not available from larger, product-driven financial institutions. Our clients enjoy the continuity offered by an established financial services firm without the time and expense of setting up a family office.
We are dedicated to helping high-net-worth families and individuals navigate the critical challenges of successfully transitioning wealth to future generations and heirs. We are well qualified to help ensure your heirs are prepared to knowledgably receive and manage assets.
In addition, Pronomic Wealth Management will work with you to develop a retirement income strategy designed to allow you to live your desired retirement lifestyle.
All of our recommendations are coordinated with your other professional advisors-such as your attorney, accountant and insurance professionals-before being implemented.