Welcome to our Website. Our site has been designed with the objective of providing prospective clients an overview of our practice and what it means to provide Family Office services.

Sullivan & Serwitz offers a multi-disciplinary approach to providing investment and financial counsel to its affluent clientele. Modeled after a traditional Family Office, we assist clients in the strategic integration of investment, estate, and retirement planning as well as asset protection techniques.

Serving a broad cross section of affluent families, our practice is small by design. We believe Sullivan & Serwitz has one of the lowest client-to-staff ratios in the wealth management profession. We are committed to maintaining the highest quality services through the controlled growth of our boutique practice. A complimentary introductory meeting is offered to all prospective clients meeting our minimum investment of $3,000,000.

As a fee-only firm, we do not derive any revenue from the sale of products. To best serve the diverse needs of our clients, we offer a variety of fee options. For a complete description of our various fee alternatives, please contact our office to request our disclosure document, ADV - Part II.