Exceptional Wealth & Family Office

Overview

Exceptional Wealth & Family Office is an independent registered investment adviser organized as an LLC. The firm describes its client base as both individual and family clients as well as institutional relationships, and it provides core advisory services that include financial planning, portfolio management for individuals and small businesses, and pension consulting. Its fee arrangements combine AUM-based charges with fixed fees. The firm does not position itself as a capital allocator, and it does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices