Like many of our clients, you may have a team of trusted advisors who assist you, including CPA’s, attorneys, family members, trustees, and others. An important service we provide is the coordination and collaborated efforts of the many professionals involved in managing your personal financial planning. Doing this adds value to our client relationships, and often results in a more manageable and satisfying investment experience.

At your request, we can also offer referrals to other qualified professionals we work with who can provide expertise that complements and broadens our own. We have established relationships with professionals in many disciplines, including:

• Business Valuations - Sales or Purchases
• Private Equity Professionals
• Accounting professionals
• Legal professionals
• Trust company professionals
• Property and casualty insurance experts
• Credit and Lending Specialists
• Mortgage specialists
• Third-party administrators
• Banking professionals
  
  

Institutional Strength. Independent Advice. Family Office Discipline 

Symboliq Wealth Management operates as an independent advisory firm, with a deliberate separation between the custody of client assets and the delivery of advice. This structure provides an added layer of transparency, security, and institutional rigor. These are standards we believe are essential to serving sophisticated families and complex, multigenerational balance sheets.

Client assets are held in custody with Osaic Wealth, in partnership with National Financial Services, Pershing LLC, or BNY Mellon’s High Net Worth Group, within an institutional custody and clearing framework consistent with leading global financial institutions.

Through these relationships, clients access a comprehensive platform that enhances our ability to serve you at the highest level. At Symboliq, we provide you with institutional quality investment research, a broad network of specialized expertise, and robust operational and trading infrastructure. The platform also delivers the operational depth, and advanced technology required for a seamless, and highly tailored client experience.

As one of the largest independent wealth management platforms in the United States, Osaic Wealth supports more than 11,000 affiliated financial professionals and oversees in excess of $700 billion in assets under administration*, reflecting both scale and long-term stability.

Our approach is intentionally measured. We combine the discipline and discretion of a family office with the scope and capabilities of an institutional platform. At Symboliq, we deliver advice that is independent, aligned, and grounded in long-term stewardship. Clients benefit from dedicated, bespoke guidance delivered with the continuity, discretion, and precision expected of a family office.

*As of April 2026