Founded in 2019, 1818 Private Client Group is a boutique investment advisory firm whose core competency is to serve domestic and international high-net-worth and ultra high-net-worth individuals and families who own large portfolios of Whole Life insurance policies and insurance Premium Financing loans.

We offer holistic wealth management services, smart credit strategies, access to alternative investments, sophisticated estate planning solutions, and concierge financial amenities.

Services:

Asset Allocation

Security Selection

Performance Reporting

Portfolio Monitoring

Estate Planning

Generational Planning