White-glove service from seasoned advisors
At Cynosure Wealth Advisors, we understand the opportunities and complexities that come with significant wealth. Our team has the breadth and depth of experience to truly serve the needs of ultra-high-net-worth families, entrepreneurs, and senior executives.
A Customized Approach for Clarity and Confidence
Our team helps you make informed decisions about your wealth. With our open architecture investment platform and fee-only compensation model, we ensure that your investment strategies and planning opportunities align with your goals and needs. No matter the magnitude of your wealth, we can help you leverage the same investment insight, experience, and access to investment solutions that have been made available by our founding family and to our institutional investors. Find out how our customized approach benefits you.
A modern investment approach based on time -tested principles
At Cynosure, we draw on the insights and capabilities of our multifaceted team, as well as our full range of investment resources, to create tailored solutions for each client. With our integrated approach, you will benefit from a single point of contact who understands your investment philosophy - as well as access to a broader team of legal, tax, and insurance experts.
Our long history. Your bright future.
In 2014, The Cynosure Group was founded to support the private investments and portfolio management for one of the American West's most influential families, the Eccles.
With unique insights into the challenges faced by wealthy individuals and families, Cynosure helps clients reduce complexity while maximizing the effectiveness of investment choices.