At Molewski Financial Partners, our mission is to provide some of the nation’s most successful businesses and private clients with customized solutions for building and protecting both shareholder value and personal wealth.
The firm has earned a national reputation for its thought leadership in highly specialized financial disciplines. To craft these innovative yet proven strategies, we bring together an experienced, multi-disciplinary team of specialists who work closely together to provide:
- sophisticated business and estate preservation services for ultra high net worth families;
- independent wealth management and investment consulting for private clients
and institutional investors;
- best practices solutions for creating and managing innovative corporate reward
and retention services; and
- fiduciary oversight of employee retirement plans for industry-leading companies.