Our Company

Since 1992, the folks at Constant have been working with affluent families and their wealth management needs.  Most recently, after a successful careers as a leading executives with some of the largest financial services firms, Constant Wealth Management was established to bring core values to the many affluent families he has worked with over the years.  With over 23 years of experience and realizing client’s expectations were not being met, the team established a unique firm to help families manage their wealth - with Communication, Transparency and Service Before Self as the core values.

In addition, bringing resources under the same umbrella, Constant Wealth Management goes beyond managing a client’s investments. We provide multiple solutions to service multiple generations. Leading the industry with this specialized approach fosters communication amongst a family’s professional group of advisors.

Furthermore, Constant Wealth Management is paving the way in the industry with an automated online investment experience, WealthGen. Clients may utilize Constant Wealth Management’s WealthGen platform to establish and select from a suite of institutional portfolios, while still having full access to our experienced professionals.

Our Core Values:

Communication

Timely and effective communication delivered when and how you prefer. 

Transparency

As a fiduciary, we provide full disclosure of all fees and performance. 

Service Before Self

Putting our client’s needs ahead of our own and as a fiduciary, ensuring investments are the most appropriate choices for our client’s and not just “suitable.”