Constellation Wealth Advisors Employee Directory
Investment ManagementOhio, United States11-50 Employees
Constellation Wealth Advisors disrupts traditional wealth management by serving legacy leaders, growth innovators, and multi-generational families who demand more than portfolio performance. We structure wealth like a business—where every dollar serves a strategic purpose through our needs, wants, and aspirations framework that coordinates tax-efficient planning, estate strategies, and access to institutional-grade private capital. Our industry-leading 16:1 client-to-advisor ratio ensures deep, intentional planning from dedicated family advisors who coordinate your full team of professionals. We align your total balance sheet within a simple framework of liquidity needs, near-term goals, and long-term aspirations—often revealing hidden inefficiencies and overlooked opportunities that bring greater clarity and control. What Sets Us Apart • Institutional-grade private capital platform with exclusive investment opportunities • Specialized tax-efficient planning for business owners and multi-generational families • Serving a limited number of families with a business-like approach to structuring wealth We serve fewer families so we can invest more time, resources, and strategic thinking into each relationship—delivering the kind of attention and alignment usually reserved for institutional clients. The result is clarity, continuity, and confidence in your legacy and your family’s future. The information contained on this profile is for informational purposes only and should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This profile should not be considered as a solicitation for services.
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