You Are the Hero of Your Own Story
We’re committed to helping you bring your generational legacy to life and ensure it stands the test of time.
It All Starts with One Spark
We believe that making a lasting impact on the world starts with one:
One choice.
One commitment.
One turning point.
One community.
One family.
One person.
It all starts with one.
One person can’t change the world alone.
But one person can be the spark that lights the way, providing future generations with resources they need to align with their higher purpose so they can make a dent in the universe.
You are that one spark.
And at Franklin Madison Private Wealth, we see you as your family’s catalyst for change.
Your journey as a first-generation high earner isn’t just about accumulating wealth; it’s about creating a legacy that lasts the tests of time. A legacy that empowers your family, uplifts your community, and leaves a lasting mark on society for generations to come.
And we are committed to helping you see your vision of change come to fruition.
Here’s how:
Empowering Your Vision
Our vision aligns with yours – to use wealth as a tool for building thriving families and impactful communities.
We understand the nuances of what you’re trying to accomplish and are dedicated to making your vision a reality.
Mission-Centric Legacy Building
Our mission revolves around providing high-net-worth tech professionals and business owners with a boutique private wealth management experience that blends institutional-grade expertise with a personalized touch.
We achieve our mission through thoughtfully applied advanced technology, strategic partnerships, and a profound understanding of your unique family vision.
A Fiduciary Approach to Upholding Your Values
From putting your interests first (fiduciary duty) to ensuring the prosperity and security of your wealth, our values resonate with your ideals.
We’re committed to your success by leveraging data-driven insights, employing best-in-class tools, and maintaining independence to offer objective advice free of external influences.
Above all, our values reflect our commitment to the highest standards of privacy, security, and responsibility to our clients and their life’s work.
Wealth Management Services Tailored to High Net Worth Tech Professionals
Our services, including high-touch communication and structured, proactive engagements, are designed to cater to your specific needs.
Whether it’s comprehensive planning, investment management, or estate planning, we ensure that every aspect of your financial life is meticulously cared for.
Stay Informed and Build Your Legacy!
Subscribe to our weekly newsletter where you’ll receive actionable ideas on managing your wealth, including equity comp, taxes, investing, risk management and more to help get your financial house in order so you can live your legacy.
Our Commitment to You
We’ll help you get your financial house in order so you can live your legacy.
We are here to help change-makers like you gain clarity on your values, optimize your financial resources, and protect your wealth.
Together, we can craft a legacy that benefits your family and leaves a transformative impact on the world.