What sets you apart from other wealth managers?

As a boutique Asset Wealth Management division of a large national public firm, we are able to offer the breadth of resources and capabilities of a large corporation, with the customized attentive service of a small firm. When implementing a financial strategy, we leverage the full expertise of our team, conducting thorough research before hand-picking investments that are consistent with your risk tolerance and financial needs. We offer independent, open-architecture, best-of-class investment solutions.

What types of clients does Garber Wealth Management work with?

For over 25 years, our team has provided investment advisory services to a wide range of clients including institutions (endowments, foundations, hospitals, insurance companies, and pensions) and accredited high net worth individuals and family offices.

This is a family business, with your son Zack serving as Vice President of the team. Explain that dynamic and how does it strengthen the team and its mission?

Our team offers clients a tremendous depth and breadth of industry experience. Three team members, Debbie Starr, Kreg Keeney and Cindy Brown, have been with the firm for over 20 years. Chris Conway, a client advisor and CERTIFIED FINANCIAL PLANNER™ professional, has been working with our clients for the past 10 years. As a parent, any time your child wants to spend time with you it’s a net positive. When your son wants to work with you 24/7 it’s truly a blessing. Zack brings impeccable credentials to the team – 6 years of industry experience, an MBA from the University of Pennsylvania Wharton School and he is a CFA charterholder. I am proud of the team we have assembled and the uncompromising level of service and dedication applied to our clients.

You’ve recently received national recognition in Forbes, Barron’s, and the Financial Times. To what do you attribute the success?

Our primary focus is placing our clients’ interests first and always attempting to do the right thing. I invest my personal portfolio using the same methodology that I use when making recommendations to my clients. Our business is referral-based and every client relationship is precious. Financial business publications such as Forbes, Barron’s and the Financial Times place importance on the quality of our practice, including client retention, industry experience, reviews of compliance records and growth of our practice. We are proud of our track record and honored to be recognized by our industry peers.

What is the biggest piece of advice you would give people seeking to strengthen their approach to financial planning?

Whether we are providing professional investment consulting or complete financial planning, it all begins with the creation of a written investment policy. Key considerations include identifying one’s risk tolerance level, investment time horizon, return targets, liquidity needs, fiduciary responsibilities and ongoing spending policy.

Alex. Brown, a division of Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC