Private Clients

Flathers Wealth Management extends a full range of investment consulting services to affluent families, corporate executives and business owners. By listening closely to our private clients, we are able to understand their objectives and help them take thoughtful steps towards reaching their goals.

Our aligned advice and intellectual capital help to differentiate us. Some firms are geared toward collecting data, analyzing statistics and evaluating historical results to show you how your doing. At Flathers Wealth Management, we not only keep you abreast of how you’re doing, but concentrate on developing strategies to help you do better.