High Net-Worth Wealth Management

Personalized Portfolios for High Net-Worth Clients and Business Owners

We provide planning and advisory services and build customized tax- and fee-conscious investment portfolios for professionals, business owners and high net worth families. 

Our Approach to Wealth Management

As a Registered Investment Advisor (RIA), our team acts as a fiduciary on behalf of their clients. We work with you to compile your financial information (assets, liabilities, income, risk tolerance, taxes) and learn about your goals, expectations and concerns. 

These insights help us model your financial life and inform an asset allocation and wealth plan that accounts for your current lifestyle and future ambitions.

Once we reach consensus, our advisors will construct a custom portfolio following a philosophy that seeks long-term returns by capturing growth opportunities in positive environments, while minimizing drawdowns in market declines.  

Financial Planning and Value-Added Services

We’ve compiled a roster of resources to assist you in areas that surpass standard wealth management. These services include researching opportunities in alternative asset classes (such as real estate and private equity), charitable planning and comprehensive financial reporting for multi-generational families and collective investment entities.

Our advisors will also collaborate with your attorney, accountant and other professional service providers to deliver the clearest picture of the financial health of your family, estate and business.

  • “Madison” and/or “Madison Investments” is the unifying tradename of Madison Investment Holdings, Inc., Madison Asset Management, LLC, and Madison Investment Advisors, LLC, which also includes the Madison Scottsdale office.  Madison Funds are distributed by MFD Distributor, LLC.  Madison is registered as an investment adviser with the U.S. Securities and Exchange Commission.  MFD Distributor, LLC is registered with the U.S. Securities and Exchange Commission as a broker-dealer, and is a member firm of the Financial Industry Regulatory Authority. 

    Madison Investments shares all personnel and resources at their Madison, Wisconsin location. Statistical data is for the consolidated Madison organization. The Madison organization consists of its holding company, Madison Investment Holdings, Inc. and its affiliates: Madison Asset Management, LLC; Madison Investment Advisors, LLC; and Hansberger Growth Investors, LP. Asset information presented includes non-discretionary assets. Refer to each entity’s Disclosure Brochure for more information.