Independent Firm,
Independent Advice Snowden is an independent wealth advisory firm. We embrace open-source solutions and deliver client-focused advice. For our clients, that means we can advise on their assets no matter where they are held and source appropriate investments to best meet their goals. |
One Client, One Conversation
We understand that our clients have needs beyond investment products. We can address, in one conversation, their family business, philanthropic or impact aspirations, and family legacy and financial planning strategies. |
Global Experience
Our clients' interests and investment needs cross borders – with families, residences, corporate, business, and investment activities around the world. Our clients benefit from Snowden’s global perspective on portfolio management, customized product selection, and international network. |
A Focus on Impact
We embrace the opportunity our clients and we have to make a positive impact on our world. We believe in the power of a market-based approach to creating sustainable impact, including the rapidly evolving asset class of impact investments and the importance of a holistic advisory approach, embedding our client’s personal or ethical values into the investment strategy. |