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We're about aspirations. Yours.

Servo provides retirement planning, estate and wealth transfer planning, portfolio management, and behavioral investment counseling to a select group of individuals and families.  Our typical client has at least $1,000,000 in investable assets and is a serious investor with long-term financial goals. 

Servo’s wealth management approach is designed to help our clients achieve their most important lifetime financial goals and aspirations—financial independence, an ongoing income that supports their desired lifestyle in retirement, reducing unnecessary investment taxes, and maximizing their financial legacy.

Servo’s relationship with clients is a true partnership—we share our knowledge, research, and experience about investing and financial planning on a regular basis to help keep our clients well informed, confident, and disciplined in the pursuit of their long-term objectives. Our approach is intended to give our clients greater peace of mind about their financial decisions and additional time to pursue more rewarding aspects of life instead of micromanaging their financial affairs.