Our Work for You
More Art than Assembly Line
Invest Beautifully
We see the current landscape of private wealth & investment management
As having become corporatized, commoditized, and transactional – and so less personal
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Even in so-called boutique models clients often experience scaled-down solutions and sales-driven advice
designed to maximize institutional goals
At DTWN we are not comfortable with this approach
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We see wealth management as more art than assembly line
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Inspired by the passion of artists and artisans
We take a Studio approach to delivering personal, creative, and human-centered services and solutions
Partnering with our clients’ values and aspirations - our work is about more than numbers
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Your wealth - it’s personal with us
All client assets advised by Downtown Wealth Studios are held and custodied at BNY | Pershing
Founded by Alexander Hamilton - BNY is America's oldest bank
BNY currently custodies or administers over $44 trillion in client assets
We hold the safety of your assets as the most critical element of our service
GLOBAL FINANCIAL STRENGTH & SECURITY
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