Flatrock Wealth Partners sits at the heart of an integrated wealth experience, orchestrating a seamless, tailored approach that saves our affluent clients the hassle of juggling countless professionals and activities. Just as a trusted physician coordinates care across specialists to provide comprehensive, tailored health management, Flatrock brings together every facet of your financial life—from investment advice and portfolio accounting to estate planning and tax optimization—into a cohesive and efficient strategy.
We strive to sit at the center of this “virtual family office”, bringing a holistic view to the table, integrating both the financial and personal facets of wealth management. By understanding your unique capital stack and coordinating across your providers—from custodians and investment products to professional and non-financial services—our team frees up valuable time for you, allowing you and your family to focus on what truly matters… the people, passions and purpose that sustain a well-lived life.
Our team frees up valuable time for you, allowing you and your family to focus on what truly matters
Manage
Coordinate