Introducing Filigree Wealth Advisors
FOR IMMEDIATE RELEASE
Filigree Wealth Advisors – Two industry veterans launch Filigree Wealth Advisors, LLC
(Irvine, CA) – April 04, 2022 – Filigree Wealth Advisors, LLC (FWA) is pleased to announce the formation of their employee owned, SEC-registered wealth and investment management firm serving individuals and families across the United States.
Filigree Wealth Advisors is founded by two industry veterans with a combined 52 years of industry experience. Gerald Graves and Chris Dudley have a long history of working with complex clients, including entrepreneurs and professionals from the financial, healthcare, entertainment, media, and sports industries.
What drove the formation of Filigree Wealth Advisors was Graves and Dudley’s belief that the best solutions to serve individuals and families financial needs are based upon a strong sense of fiduciary duty and independence. This complements another foundational belief, that each individual or family is unique and therefore should have customized financial solutions.
The financial industry has experienced a tremendous amount of consolidation over the last 18 months. However, the team believes bigger does not always mean better. “What matters most is in our industry is that the client has access to the best solutions available - ones that are conflict free and efficient” says Co-Managing Partner Chris Dudley. This includes investment solutions for the client (both private and public) as well as technology solutions to improve the delivery of advice to clients.
Filigree Wealth Advisors will use leading-edge financial planning, academic research, and technology to drive client’s investment solutions. This process will incorporate client assets, liabilities, and objectives to enable efficient design of highly tailored client solutions. Co-Managing Partner Gerald Graves says, “Exciting new and disruptive technologies are changing the way advice can be created and delivered. We look forward to leveraging our vast experience and relationships to create a company with a single purpose, to serve our clients in a unique and personalized way”. The company also looks forward to partnerships and strategic alliances with other firms that share their views on independence, subject matter expertise and fiduciary duty.
About Filigree Wealth Advisors
Filigree Wealth Advisors, LLC is an independent, employee owned, investment management firm providing innovative wealth solutions to high-net-worth individuals and families. Headquartered in Irvine, California, Filigree Wealth Advisors focuses on crafting highly personalized and tailor-made investment strategies at a time when the financial industry is moving towards consolidation and simple risk-based model portfolios. The Filigree team draws from a deep well of experience to provide clients with a comprehensive wealth management experience based on independent research and a rigorous analytical framework.
CONTACT: info@filigreeadvisors.com P: 949-989-2527 www.filigreeadvisors.com