Our Services

Client Engagement

We believe your wealth liberates you to live your best life. We seek to understand “the why” of your life’s goals: the people you love, the passions you savor and the purpose you desire. We also will explore your concerns and dive deep into the personal values you wish to reflect in your investments.

Financial Planning

We jointly identify your key priorities that require capital and well as essential and discretionary spending. We then assess and measure the entire household capital base including residences, private businesses, human capital, investment portfolios, retirement accounts, alternative investments, vessels, aircraft, etc.

Investment Strategy

Our investment philosophy centers on an “All Seasons” approach that offers resiliency across a wide variety of economic environments and a relentless focus on after tax results.  We then leverage our network of institutional asset managers to access  cost effective investment strategies and differentiated opportunities. 

Risk Management

Your household’s risks are multi-faceted. Our holistic approach identifies gaps that can be addressed via hedging, protective reserves, insurance and other wealth management applications.


Your wealth provides meaningful opportunities to make a difference in your community.  We ensure your investment strategy matches your charitable goals and objectives via donor-advised funds, endowments and private foundations.

Tax, Estate and Insurance

Our holistic capture and deployment of your household’s entire capital base provides opportunities to coordinate and simplify communication across estate planning attorneys, CPAs and insurance providers.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

info@flatrockwealth.com | 949 687 2615