Wealth Management

We pride ourselves on maintaining transparency and efficiency throughout your wealth management process.

Your experience with Puzzle will include holistic planning that includes access to a wide array of investment solution options — whether that means working  with our internal team when it comes to exploring alternative opportunities, or working with our partner Toroso Asset Management for equity and fixed income management. Utilizing the latest research from Toroso allows us to bring customized solutions tailored to your family and your portfolio.

Meet the pieces that make up the bigger picture

Our independent advisors are able to offer transparent advice to our clients with their needs in mind.