1812 Park's mission is to provide long-term guidance and solutions to private wealth managment companies. We do not do projects, we do partnerships. We strive for growth and know how to get there. We want to work with companies for an extended period of time and be part of the process to set your company up for long term success. To make this possible we charge an annual retainer and often take a small amount of equity in our partnerships. We also provide consultation to firms by occupying a seat on a partner firm's board, or request to be a part of the executive team to have a direct impact on the decision making process. Seeing eye to eye with our partners is very important to us and your interests are of the utmost importance to 1812 Park. Our goal is success through collaboration.   

 

Today, the private wealth management field is experiencing a democritization and decentralization. Online firms are driving down fees, investors from different walks of life are engaging in market activity and firms are helping to commoditize the investment side of the business. Our goal is to facilitate this healthy change and to keep client engagement. In this process it is essential to keep the investment advisors actively involved. We will solve your complex problems with pragmatic, creative solutions by asking the right questions. We will create a culture that will foster growth within your company.