We are Auldwood.
Your dedicated family office of committed advocates and trusted advisors.
Our
Values
Transparency
In a financial industry dominated by aggressive sales and misaligned interests, our firm provides honest guidance and shrewd management to preserve, protect, and build your estate.
Dedication
While today’s wealthy families need help navigating the current financial landscape efficiently, too many advisers serve their parent company’s interests above their clients. Unlike others beholden to large institutions, we work for you.
Efficiency
Auldwood provides clear-eyed, candid advice and comprehensive, efficient execution. A single point-of-contact for all aspects of your entire financial life, we lead your larger team of professionals to manage your financial affairs as a well-oiled business.
Support
Our effort is to make you, our client, more self-aware and capable. We seek to prepare each client to be able to manage their own financial affairs with excellence.
OUR MISSION