Serving Each Individual To
Meet Their Needs

Retired or Planning To Be
Corporate Executives
Surviving Spouse
Socially Conscious
Next Generation
Institutional Wealth

Retired or Planning To Be

The only constant in life is change. For this very reason our wealth planning process lives with you and changes as life inevitably does. Liquidity events, marriage, divorce, inheritance, or simply realizing that you would rather be spending time doing something other than managing your assets are just a few examples of why clients come to work with our team. Whatever your particular situation may be – there is a good chance we have seen it over our almost 30 years in business.

Corporate Executives

A demanding career coupled with many of life’s other commitments can make managing your personal assets difficult. As your wealth increases, so can the financial consequences of mismanaged, or unmanaged investments. We partner with many corporate executives to best understand their compensation package and unpack how illiquid assets outside of our management fit into their larger financial picture and risk tolerance. 401(k), Pension, RSU, ESPP plans are all important components we are here to partner with you on.

Institutional Wealth: 
Foundations, Non-Profits & Endowments

At Main Street we have a dedicated team focused on helping non-profits, charitable organizations and retirement plans achieve their investment goals. As fiduciaries, our team has experience in assisting Boards of Directors, Investment and/or Finance Committees and Administrative Staff. Additionally, we are an associate member of the Council On Foundations.  Enhancing the effectiveness of your organization and its governance can have benefits far beyond the balance sheet — saving the organization significant time, money and effort.

Surviving Spouse

Few experiences rival the pain of losing a loved one – particularly your partner. We are here to provide guidance and avoid letting emotions drive important financial decisions. Our team has a deep understanding how this process works and are here for you.

Socially Conscious

You should be proud of your portfolio. Since we serve a limited number of clients and manage each client’s portfolio separately, we can tailor your portfolio to include socially responsible screening, based on criteria you provide us. This process leverages some of what is, in our opinion, today’s best technology and research in the field of SRI & ESG investing.  

Next Generation

Wealth often transcends generations and can be at the core of your intentions. We carefully listen to each client to understand how much – or little – they wanted to share with the next generation. With that in mind, we often partner with “next-gen” clients to empower and educate them.

Learn More About: Who We Are

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