Filament Wealth Management
Filament was founded on a simple idea: you, the client, improve your odds of financial success by working with our team of experts in an independent, fee-only advisory practice that squarely aligns your interests and ours. We’re so sure this works that we don’t need to shackle clients to our firm with proprietary funds or strategies. Instead, we search broadly for the best and most cost-effective solutions to financial challenges faced by wealthy families. When the path ahead is uncertain, our independence provides the light needed to act decisively and with confidence.
Welcome to Filament—independent, innovative and illuminating wealth management counsel.