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

BNY

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