Senior Wealth Manager
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WHY CHOOSE US?
Wealth is the means.
Your life is the point.
Returns matter. Risk management matters. Tax efficiency matters. If you have built real wealth, you should expect all of it to be handled with discipline and rigor. But the clients who stay with us for years tell us something more interesting. They tell us that the real value of a good advisor lies in the conversation that happens after the spreadsheet closes.
At CMIA, we manage portfolios with care and conviction. We are fiduciaries who build custom strategies, watch the markets carefully, and protect capital as vigorously as we pursue growth. That is the technical work, and we take it seriously. But the deeper work, the part that brings most of our clients here, is aligning your wealth with the life you want to live. Retirement that feels like freedom rather than uncertainty. The legacy that strengthens your family rather than complicates it. The quiet confidence that comes from knowing you have a real plan and a real team behind it.
Your wealth is the means. Your life is the point. That is the work.
WHAT SETS US APART
What sets CMIA apart
Great wealth management rests on four things done well. A portfolio built around your life. Tools sophisticated enough for the moment you are in. Discipline about what actually drives results. And the wisdom to ask the harder questions underneath the numbers. Here is how we approach each one.
Pillar 1: Custom Portfolios Built One Client at a Time
Your portfolio should look like your life, not like everyone else's. We build yours around your goals, taxes, timeline, and appetite for risk. No one should hold a stranger's portfolio any more than they would play a stranger's clubs. Yours is built to your measure, not pulled off the rack.
Custom Portfolios
Pillar 2: Institutional Tools, Personally Applied
Sophisticated portfolios require sophisticated instruments. In addition to traditional investments, we design and access custom structured notes through institutional relationships with issuers such as JPMorgan, Goldman Sachs, and BNP Paribas, giving our clients capabilities that most independent firms cannot offer. Conditional principal protection. Defined income. Asymmetric upside. Used carefully, these tools let us build portfolios that hold up better through the full sweep of a market cycle, not only its kinder stretches.
Institutional Tools
Pillar 3: Discipline in the Details That Compound
The biggest gains in a portfolio rarely come from a single brilliant call. They come from a hundred smaller decisions made well and made consistently. Risk management. Tax efficiency. Cost. Diversification. Asset location. Disciplined rebalancing. Quiet, deliberate work, repeated patiently, year after year. It is the difference between a good round and a great one.
Discipline in Details
Pillar 4: The Conversations Underneath the Numbers
Building wealth takes more than a smart portfolio. It takes wisdom to navigate the obstacles that quietly derail most financial futures, and honest conversations about what your money is actually for. We help with both the outer work of returns, risk, and tax strategy, and the inner work of meaning, family, and legacy. Years into the relationship, our clients tell us the same thing: the most valuable conversations we have rarely center on the statement. It is in conversations that help you sleep at night and live a life that feels worthy of the wealth you built.
Conversations That Matter
Custom portfolios. Sophisticated tools. Disciplined execution. Honest counsel. That is course management.
The people walking with you
We came to this work by unusual roads.
A career building successful businesses. Twenty years in a monastery. The professional golf tour. A life in accounting and tax. The people at CMIA arrived at wealth management from very different places, and we think that range is the point. It is why we treat your money as a means to a life rather than the point of one, and why you get a team with genuinely different lenses on the same problem, rather than different versions of the same advisor.
Partner
Founder & Partner
Senior Wealth Manager
Client Associate
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Let's walk the course together.
The best client relationships begin with a conversation, not a commitment. Reach out for a complimentary introductory call. No pressure. No pitch. Just an honest discussion about where you are and where you want to go.