Dynasty Private Wealth

Alliance. Collaboration. Trust.

When we were experiencing the increasingly conflicted work of large bank and brokerage firms a few years back, we decided we needed a new solution for our clients. We wanted to become a true fiduciary to our clients and knew we couldn’t working within a large financial institution. We knew the old model was broken and so we went in search of a new one.

We met with group of industry veterans from American Express, Citigroup, and even the New York Stock Exchange to talk about creating a new independent platform for the industry that could provide us with everything our clients need from custody, research, reporting, investment management and office technology. In 2010 we helped to found Dynasty Financial Partners, a firm that is based upon an independent, fiduciary model that will be the standard for advisors and gives us the freedom to always do what is in our client’s best interests without conflicts or compromises.

Dynasty Financial Partners

Dynasty Financial Partners sources the finest thinking and solutions in the industry for growing and protecting wealth. From custody, research, technology and investment services to lending, insurance and global access, they are partners with what we feel are the top resources for an independent advisor anywhere. Our clients can be secure in the knowledge that our entire objective is providing the best capabilities to serve their needs.

With Dynasty’s platform, wealth management we have access to a suite of the finest wealth management products and technology available, developed specifically with the ultra high net worth client in mind.

  • Reporting
  • Custody
  • Investment Research
  • Trusts
  • Insurance
  • Capital Markets
  • Institutional Access to Investment Managers