Clarity and Discipline for Complex Financial Lives

We design and manage long-term wealth strategies for individuals, families, and nonprofit foundations and endowments, built on decades of experience, disciplined planning, and enduring relationships.

Institutional Capabilities, Delivered Thoughtfully

We combine the experience and care of our team with institutional-grade tools and resources through our custodial relationship with Goldman Sachs Custody Solutions. This allows us to deliver informed strategies while maintaining a high level of personal attention.

Custody, clearing, and certain brokerage services are offered by Folio Investments, Inc., d/b/a Goldman Sachs Custody Solutions (“GSCS”), a registered broker-dealer and Member FINRA/MSRB/SIPC. Folios can be managed by an investment advisor or unmanaged and are not registered investment companies. Additional brokerage services are provided by Goldman Sachs & Co. LLC (“GS&Co.”), which is an SEC-registered broker-dealer and investment adviser, and Member FINRA/MSRB/SIPC. The contents of this message shall not constitute an offer, solicitation, or advice to buy or sell securities. GSCS, GS&Co., and their affiliates do not control, and are not responsible for, any information or other content provided on the Suissa Private Wealth website, including any prospectuses, reports, summaries, or other data provided herein.

Fiduciary
Duty

We act in your best interest, always.

Fiduciaryn Duty

Goldman Sachs
Custody Solutions

Institutional Strength.

Leading research.

Global insight.

Our Values of
Honesty, Integrity, and Care

Guided by care.
Built on honesty.
Driven by integrity.

Suissa
Private Wealth

Thoughtful guidance.

Enduring relationships.

Built for generations.

Advisors to Watch

Best in State Wealth Advisor - California and Maryland

Top 100 Advisor

NAPA CFPA

Certified Plan Fiduciary Advisor

A Disciplined Approach to Wealth Management

We take a structured, long-term approach to managing wealth. Every relationship begins with a clear understanding of your financial picture and evolves through thoughtful strategy, active oversight, and consistent communication. Our role is to provide clarity, simplify complexity, and guide decisions with discipline.

Clarity

First

Clarity First

Coordinated Planning

Tailored Strategy

Active Oversight

Consistent Reviews

Built for the Long Term

Our relationships are designed to last. Many of the families and institutions we serve have been with us for decades, often across multiple generations. We provide consistency, clarity, and guidance through every stage of life, helping clients navigate change, make informed decisions, and stay aligned with their long-term goals.

Our Clients