Our competitors ask you what you're worth –
We ask who you are

Downtown Wealth Studios

An alternative to corporatized advice

✻ Invest Beautifully ✻

✻ Click to view the artwork ✻

Our Story

Inspired by the creative energy of SoHo and Wynwood… We built Downtown Wealth Studios as a different kind of firm – one where your advisor is a craftsperson, not a salesperson, and where the entire practice is organized around your life, not a corporate template.

We work with you as Fiduciaries – no conflicted incentives, no hidden fees, just complete transparency. No assembly line. Just people who know you well enough to help you make decisions you can live with.

The Art of Wealth Management

Our work requires creative ideas curated for individual human beings. Ideas that match our clients' creativity and passion for their lives, rather than generic corporatized solutions. Studio, not branch. Authored, not assembled.

Downtown Wealth Studios brings the depth and attention of a family office to people who deserve it – not just the ultra-wealthy, but anyone whose financial life is complex enough to need a real partner, not a product pitch.

✻ Who We Serve

Find yourself in the work.

Tell us where you are. We'll handle the rest.

High Finance

High Finance Professionals

Private equity, hedge funds, investment banking, asset management, consulting. You need someone who can handle the complexity of your comp structure, and someone who can actually engage on portfolio construction at your level.

Creatives

Creative Professionals

Agency partners, studio heads, restaurant and hospitality group owners, CMOs, and creative directors with equity. People who own a piece of the creative work they lead.

Entrepreneurs

The exit is coming – soon or years away. The decisions made before the close matter. 83(b), QSBS, 409A & more – do you have a plan?

Executives + Leaders

Concentrated Equity Owners

Your comp is complex. Stock options, ISOs, NQOs, RSUs, lock-ups, restrictions, concentration risk. Navigating the wide range of promoted solutions requires practical, real-life experience more than slick pitch book ideas.

Creatives

Tastemakers

Artists, agents, talent, dealers, and creators. People whose money moves between worlds.

Family Wealth

Complex Multi-Gen Families

Multiple generations, complex trusts and business structures, multiple priorities. Real-world practical experience orchestrating the whole picture – and just one call.

Next Gen - Inheritors

Gen Z | Millennials | Gen X

It's your time now. Your job is stewarding the legacy. But it's complex. You need experienced advice from a trusted source who understands what you need and how you feel. And can help you build your own unique vision.

Next Gen – Builders

Gen Z | Millennials | Gen X

Your goal is to build. To build your own version of wealth and what that means to you. No single moment will make you wealthy. But many small decisions and a plan gradually will. Good advice from a trusted professional is not a cost, it's an investment in your life.

Emeritus

Retirement and Legacy

You deserve to be worry-free. For you and for your family. You don't want your family to struggle financially or with too much complexity. You need good tax advice, good planning vision and support, combined with real-life experience and financial experience that you trust.

✻ What We Do

We see you.
We hear you.
The whole you.

Everything that orbits a life of meaning, coordinated under one roof.

All client assets are held at BNY – America's oldest bank, with $59T assets in custody or administration. You maintain direct ownership at all times. We are your advisor, never your custodian. Security, custody, and institutional-grade protection.

BNY custody SIPC protection Independent statements Trading & Clearing

Portfolios built specifically for you – not a model we drop everyone into. Long-term investment strategy across public markets, alternatives, and private investments, aligned to your goals and your timeline.

Custom portfolios Alternatives access Private markets

Optimizing the assets you have to generate meaningful, sustainable income. Whether through dividends, distributions, alternative yield strategies, or business structure – we look at the full picture.

Income optimization Distribution strategy Yield alternatives

Tax strategy isn't an afterthought – it runs through every investment decision we make. Loss harvesting, asset location, gain timing, concentrated equity strategy. We coordinate directly with your CPA year-round.

Tax-loss harvesting Asset location Equity diversification

Home. Family. Education. Career transitions. We build your financial plan around how you actually want to live – not a generic retirement projection. Goals change. Your plan should too.

Home purchase Education planning Career transitions Retirement

The full administrative weight of a financial life – coordinated, tracked, and taken off your plate. Taxes. Bill pay. Loans. Mortgages. College. Retirement accounts. We connect the pieces so nothing falls through.

Tax coordination Bill pay Debt management Retirement accounts

Accountants. Estate attorneys. Business attorneys. Bankers. Family members. We act as the quarterback – coordinating across every professional in your financial life so you don't have to play middleman.

Tax Advisors Estate attorneys Family dynamics

✻ How We Do It

Holistic. Integrated. Coordinated.

Every part of your financial life – investments, tax, estate, income – coordinated together rather than managed in isolation.

Independent & Fiduciary

No products to push, no institutional quotas, no conflicted incentives. Our only obligation is to you.

Built for Complexity

The blessings of wealth bring the burdens of wealth. We make your life easier.

✻ Problems we solve

The real questions real people ask
before they call an advisor.

That feeling is usually accurate – and it's structural, not personal. Most large firms optimize for asset growth over client depth, which means advisors carry hundreds of relationships and the attention inevitably gets diluted. We keep our client base deliberately small. The people you meet in the first conversation are the people managing your account. Always.

That's common as wealth and complexity grow – the advisor who was right for a simpler financial life isn't always equipped for what comes next. We work with people at every stage, and our model is built to scale with you: deeper planning, broader coordination, and more sophisticated strategy as your needs evolve, without you having to start over with someone new.

That feeling usually means the incentives aren't aligned. We're registered investment advisors, held to a fiduciary standard – legally required to act in your best interest, not just recommend something "suitable." No commissions, no product quotas, no proprietary funds to move. Our only obligation is to you.

Tax strategy runs through every investment decision we make – not just at year-end. Tax-loss harvesting, asset location across account types, equity comp timing, gain deferral. We coordinate directly with your CPA year-round so nothing falls through the gap between advisor and accountant. Most of our clients find they were leaving significant money on the table through simple missed coordination.

Multiple accounts, a CPA, an estate attorney, a property manager – nobody talking to each other. That's the job we do. We act as the quarterback across every professional in your financial life so your complexity reduces to one call instead of five. Held-away assets, 401ks, private investments, real estate – we track the full picture and make sure everything is pointed in the same direction.

401k, IRA, taxable accounts, RSUs, paying down debt – there's no obvious order of operations and most advisors won't take you seriously until the number is bigger. We think that's backwards. The decisions you make in the next few years compound in ways that matter enormously. We build the plan starting with where you are today.

A business exit is a tax event, a legal event, and a life event simultaneously. The decisions made in the months before and after the close are the ones that matter most – and most founders arrive without the right plan in place. We work with founders before, during, and after: coordinating your CPA, M&A attorney, and estate attorney so the structure is optimized before you sign anything.

At the family office level, the question is no longer how to build wealth – it's how to preserve it, structure it across generations, govern it as a family, and deploy it in ways that reflect your values. We work alongside family offices or serve as the primary advisory relationship for families who want institutional-quality guidance without the institutional overhead.

Commission income, deal flow, creative royalties, partnership distributions – variable income requires a completely different planning framework than a W-2. We've built financial plans for agents, artists, entrepreneurs, and finance professionals whose comp structure makes a standard model useless. We start with how your income actually works, then build from there.

✻ Why DTWN

Questions worth asking

What makes us different

See all FAQs →

We're an SEC-registered Investment Advisory firm that delivers customized advice, financial consultation, wealth and financial planning services, active and passive portfolio and other investment management services, including trade execution. We act as the central point of contact and leadership, coordinating every aspect of a client's financial and wealth needs. We're independent and fiduciary – legally required to act in your interest, earning no commissions from products.

At a wirehouse, advisors work within institutional constraints – product quotas, approved lists, and conflicts of interest built into the business model. We don't have any of that. No products to push, no minimum revenue targets. We're registered investment advisors, not broker-dealers, which changes the entire legal and incentive structure.

You work directly with us. The people you meet in the first conversation are the people managing your account and making decisions about your portfolio. We don't have a tiered service model. This is one of the reasons we're selective about who we take on.

✻ Global Financial Strength & Security

BNY

All client assets advised by Downtown Wealth Studios are held and custodied at BNY.

Founded by Alexander Hamilton, BNY is America's oldest bank.

BNY currently custodies or administers over $59 trillion in client assets.

We hold the safety of your assets as the most critical element of our service.

Start here

You don't need to
have it all figured out.

Tell us where you are – what you're earning, what's keeping you up at night, and what you'd hand off if you could. We'll take it from there.

Get In Touch → ✻ Invest Beautifully ✻