Sophisticated Solutions to Give You the Freedom to Pursue Life

Jordan Gardiner and his team specialize in creating, implementing, and maintaining bespoke, tax-efficient financial plans for accomplished professionals and their families. Our expertise serves those in hedge funds, private equity, venture capital, management consulting, and their close networks*.

We are committed to delivering sophisticated solutions that bring clarity, confidence, and financial freedom. Through innovative planning, strategic partnerships, and an unwavering focus on your goals, we empower you to pursue your passions with certainty and confidence.

Let’s start building your financial future today.

* Alternative investment products are only available to Accredited Investors/Qualified Purchasers as defined under Securities and Exchange Commission regulations.

Experience Confidence in the Complicated

Navigating wealth can be intricate, but with our tailored financial strategies, we bring clarity to your path. We help you understand where you stand today and provide a roadmap for where you’re headed.

Experience Autonomy to Do What You Love

By integrating all facets of your financial world, we relieve the burden of wealth management so you can focus on what matters most—your passions, ambitions, and family.

Experience Financial Confidence About the Future

We take a holistic approach, ensuring all aspects of your financial life work harmoniously. Through life’s transitions and evolving priorities, we remain steadfast in helping guide you toward financial security and peace of mind.

Reach your new level of financial confidence.

I approach financial planning differently. Not only can I help you grow your money, but also protect everything you've worked so hard for-so your finances can take you further.

Growth and protection together can take you further. Growing wealth. Protecting what matters.

I'll look at where you are now, and where you want to go, tailoring your plan from a range of financial options designed to reinforce each other to get you there. Giving you the confidence to live the way you want now, and down the road. Here's what I can help you with:

Protection strategies

Wealth accumulation

Managing tax advantages

Optimizing retirement

Leaving a legacy

Charitable planning

Boost your financial knowledge.