What's behind the name? Filigree refers to an ancient style of artisanship requiring intricate craftsmanship and a high degree of care and attention. It is described as "difficult to create" and "painstakingly finished by hand." In our view, the Filigree name is the perfect representation of our client-centered philosophy of wealth management — intricate, focused, and customized.

Like artisans in ancient times, Filigree Advisors weaves the thread of art with the grain of science to create a one-of-a-kind wealth management strategy that will last for generations.