We advise families of size and complexity, and manage wealth with a focus on family harmony and after-tax, compounded results.

As a privately owned firm, we serve as a trusted steward of your financial well-being. Our structure promotes shared values, client alignment, and personal accountability.

Working with a select number of clients allows us to provide a personalized experience, tailored to your family’s aspirations, financial objectives, and life goals.

Once established, a family’s fortune is irreplaceable.  We strive to optimize strategies across tax, trust, risk and investments. In so doing, we will manage your assets with the same care as we manage our own.

About

Promethium is the culmination of 40 years of investment management experience and 25 years of planning. Our commitment remains the same today as it was at the outset: to facilitate the peace of mind created when a family’s financial matters are well-organized and thoughtfully planned. Our approach is to:

• Prioritize family, finances and philanthropy
• Coordinate communication
• Reduce the burdens that accompany the responsibilities of wealth

Is Promethium right for you?

One of our objectives is to have client partners. We share our knowledge and experience so you feel comfort knowing we are advising your family and managing your assets as if they are our own.

• We understand the stewardship of one’s family fortune balances providing the need for current income and growth for generations to come.
• We provide comprehensive, integrated wealth management advice with a focus on after-tax, compounded returns.
• A primary objective is pursuing secure, rising income streams, in excess of inflation, after taxes and fees.

With a direct and plain language approach, our alignment of interest fosters confidence in the success of your family’s financial future.

Understanding the nuance

Many firms emphasize how large they are. Our aim is for you to experience how personal we can make our relationship feel.

We  believe managing the responsibilities that comes with the compounding of wealth from cumulative after-tax, results is an essential aspect of our mandate. Accumulated wealth fosters financial security and must be stewarded properly.

Distinctive service

We built Promethium to be the thoughtful and personal wealth management and investment advisory firm we want for ourselves and our families.

Knowledge and understanding

Our relationship begins with an in-depth discovery. Your detailed plan will help refine your objectives, accomplish your goals, and achieve your aspirations. We will update your plan regularly and keep you informed, engaged and confident with the direction you are heading.

Candor and confidence

We share our opinions and insights, and how we are positioned to protect against or profit from future developments.  Experience has shown that to be a good investor, one must plan ahead, be patient, and periodically be out of consensus. We’re comfortable with that.

If this resonates, we believe you will be pleased to learn more.

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