NORTHWAY WEALTH is an independent, objective, expert provider of fiduciary-related advice and assistance to individuals, families, private foundations and other entities (e.g., family offices, banks, trust companies, investment advisors, consulting firms, accounting and law firms, private equity firms and hedge funds), as well as expert witness and mediation services.


  • 30+ years of fiduciary experience, both individually and as leader of multiple trust and estate management and private banking businesses serving high net worth (HNW) and ultra high net worth (UHNW) individuals, families and their related charitable entities globally; a trusted steward of billions of dollars in client assets
  • Broad and deep expertise in law, financial planning, multi-generational transfer planning, tax, trust and estate administration, charitable giving, strategic vision development and planning, change management, motivational team leadership, and delivering results
  • 25+ years executive, operating and client relationship experience with major global financial firms including JP Morgan, Goldman Sachs, Citigroup & BNY Mellon
  • Court-certifed expert in trust and estate matters; Certified Master Independent Trustee by the Independent Trustee Alliance
  • Proven intrapreneurial success in building, transforming and growing wealth management businesses within banks (global, universal, money center, trust & regional), securities firms and independent investment advisors
  • Extensive experience managing multiple highly regulated businesses while maintaining a sterling reputation with state and federal regulators
  • Tailored advice, personalized attention and absolute discretion which have been appreciated by individuals of significant wealth across generations and throughout multiple business cycles
  • Absence of conflicts (independent ownership, no investment management offering or proprietary products, transparent fee-for-service compensation structure) puts client interests first – as befits a true fiduciary