Circle Wealth Partners

Founded in 2007, Circle Wealth Partners LLC is a registered investment adviser that functions as a "personal CFO" for its clients. The firm offers comprehensive and integrated services, including investment management, financial planning, and family office administration. Operating as a fiduciary, the company focuses on providing objective, conflict-free advice tailored to the complex needs of high-net-worth individuals and families, helping them manage, grow, and preserve their wealth across generations.