The investment expertise of a large institution with the attention of a family office.
All of our clients enjoy the same high-level service, access, and attention as our own family members, with our CIO serving as yours.
Making our family office your family office
Cash Flow Analysis & Planning
Financial
Planning
Asset
Allocation
Investment
Management
Tax
Planning
Estate
Planning
Philanthropy
Family
Education
Enjoy your life – without the worry.
Finally stop worrying if you’ll have enough.
We want your investments to work for you – so that you can confidently live a life you love and leave a lasting legacy.
Uncomplicate your finances.
Let go of feeling overwhelmed.
We help get your finances in order – and make sure all the moving pieces are working together in the most effective way possible.
Be seen. Be heard. Be part of the family.
Experience specialized service normally reserved for the ultra wealthy.
All of our clients enjoy the same high-level service, access, and attention as our own family members.
A highly personalized and holistic approach to wealth management
Welcome to 1102 Partners
What began as a family office has grown into a full-service RIA offering clients the same personal service and custom financial solutions we give our own family.
We help you go from...
Invisible to Supported
We work with a limited number of clients so that we can give them the same care and attention we give our own family members. Never feel alone again – we’re partners in your financial journey.
Worried to Relaxed
It doesn’t matter if you’re getting ready to retire, planning to slow down, or selling a business – we can help relieve your stress by putting you on track to achieve your financial goals.
Overwhelmed to Confident
Wealth management is complex, but it should not be complicated. We work with you to help create a strategy that both meets your goals and simplifies your financial life.
Just some of the ways
we work with our clients
Suddenly Wealthy
The sale of their business made Sharon and Bill suddenly wealthy with little experience navigating financial decisions. How did we help them find the right path?
Finding Balance
Andrew wanted financial security in retirement, while continuing to generously support his family. How did we help him find balance?
Tax Savings
Joanne was facing a large tax bill due to the sale of one of her long-term private equity holdings. How did we help reduce her bill?
Interested in learning more?
Are you ready to learn more about working with 1102?
Fill out a short form to start a conversation, ask your questions, and decide if we’re a good fit.
