We bring together a full spectrum of wealth, trust, and banking services designed to give you one trusted resource to help simplify and strengthen your financial life.

The WHY of Wealth

We help wealth creators find a partner that helps them make the most of their wealth through our deep understanding of why it matters to them in the first place.

See Their Stories

Customization Is Our Standard

Your financial needs are uniquely yours.  That’s why we don’t “bundle” or “package” products.  We listen, understand and build solutions appropriate for you. 

Our Approach

We Make the Complex Appear Simple

Speed and agility aren’t words you typically associate with a financial services firm, but for us it's just how we operate.  That's why clients with complex needs trust us to get it done for them.

Who We Help


This is Adam.
This is Castle Island Brewing's WHY.

Life has enough stresses.  Great beer shouldn't be one of them.  This is why Adam founded Castle Island Brewing, to prove that you can pursue a passion, build a great team and realize success along the way.  Read an Interview with Adam

Watch More Stories


The Why of Wealth Report

Millennials feel the greatest sense of responsibility to give back when thinking about their wealth. View the Infographic.

Download the Report

Why of Wealth Infographic Thumb

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