The Ouriel Bordoley Group is committed to achieve a deep understanding of our client’s full financial lives and dynamically manage their financial needs. We take a highly customized and solution driven approach to financial advisory. Our trusted collaborative relationships with our clients coupled with personalized service have been key components to delivering value. We work with high-net-worth individuals, multi-generational families, executives and business owners, providing strategic wealth management processes with a focus on investment advisory, retirement planning, asset preservation strategies and wealth transfer guidance. In addition, our senior partner holds the International Wealth Advisor title, allowing us to advise international clients globally.