We help clients permanently improve their wealth management program to achieve reliable, superior results.

Established at Wertheim & Co. Inc. in 1970 at the onset of modern institutional investment management, our firm became independent in 1977 and has enjoyed full management and business continuity ever since.

Reflecting the founder's legal experience, the firm operates exclusively as the devoted advocate of our clients. We offer no investment services or products other than objective investment consulting advice.

Our firm places attention to craft and responsiveness to clients ahead of the drive for business growth. There are no other internal initiatives competing for our professionals' attention to clients. Over the years, almost all of our original competitors have disappeared or changed beyond recognition.