Our Approach
Our
Difference
Americana Partners’ wealth management offering is highly differentiated because we combine financial planning, investment management, and family-office level personal service with a proactive strategy of connecting our clients. We offer our distinctive services on a national basis, further extending our network and value to our clients.
Client
Selection
We choose to work with a select group of individuals and families, who share a common desire to streamline the management of their substantial wealth. Capital preservation and investment opportunity represent some of the foundational cornerstones of a shared vision with our clients.
Our
Connectivity
We elevate the planning services and investment management by introducing our clients to each other and to influential people in our personal and professional networks, with the primary objective of creating opportunity, whether it’s for mutual benefit, shared best practices, or financial growth.
Client
Advocacy
In addition to our role as our clients’ confidante, we align ourselves as their advocate, by employing our expertise in handling all financial, investment and business issues, as well as a trusted proponent for the ever-changing dynamics of family wealth management. As entrepreneurs ourselves, we are fully supportive of helping both established and emerging entrepreneurs achieve their objectives.
Client
Selection
We choose to work with a select group of individuals and families, who share a common desire to streamline the management of their substantial wealth. Capital preservation and investment opportunity represent some of the foundational cornerstones of a shared vision with our clients.
Learn MoreOur
Connectivity
We elevate the planning services and investment management by introducing our clients to each other and to influential people in our personal and professional networks, with the primary objective of creating opportunity, whether it’s for mutual benefit, shared best practices, or financial growth.
Learn MoreClient
Advocacy
In addition to our role as our clients’ confidante, we align ourselves as their advocate, by employing our expertise in handling all financial, investment and business issues, as well as a trusted proponent for the ever-changing dynamics of family wealth management. As entrepreneurs ourselves, we are fully supportive of helping both established and emerging entrepreneurs achieve their objectives.
Learn MoreServices &
Solutions
Americana Partners delivers value-added wealth advisory services, supported by the intellectual capital and experience of our team, and elevated by the opportunities we create by connecting our clients together and with relevant introductions to our personal and professional network.
We work with each client individually to customize a financial plan and investment opportunities to align with, not only their short-term needs and long-range legacy objectives, but their personal values as well.
- Comprehensive Wealth Planning
- Pre-Liquidity Planning
- Retirement & Pension Plans
- Business Services Planning
- Investment Management
- Wealth Transfer & Philanthropy
- Proprietary Investment
Opportunities
- Manager Selection
- Risk Management
- Hedging Strategies
- Lifestyle Advisory
- Sustainable &
Responsible Investing - Family Governance &
Wealth Education