About the team
Significant wealth can bring significant opportunities. We have long understood that, for our distinctive group of clients, helping to manage their wealth and the opportunities it creates can be anything but simple. Our team of seven professionals, led by Ed Moldaver (a Barron’s-ranked “Top 100 Financial Advisors in the US”)* and Wayne Chrebet (a former New York Jets wide receiver), provides clients with the ideas, execution and infrastructure imperative for helping to manage wealth properly. We become an extension of our clients’ families and business financial organizations, applying the breadth of resources offered by Barclays and our own experience to provide customized services and strategies to help achieve our clients financial objectives.
We offer comprehensive wealth planning--integrating family issues, wealth transfer and asset protection/allocation--with goals-based investing, charitable giving, and business and personal lending. Our mission is to provide a premier boutique platform that we tailor to our clients’ specific and personal financial needs.
To make an appointment with the team, click here.
*Source: Barron's “Top 100 Financial Advisors,” April 16, 2012. Barron's is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Barron's “Top 100 Financial Advisors” bases its ratings on qualitative criteria: professionals with a minimum of 7 years financial services experience, acceptable compliance records, client retention reports, customer satisfaction, and more. Financial Advisors are quantitatively rated based on varying types of revenues and assets advised by the financial professional, with weightings associated for each. Because individual client portfolio performance varies and is typically unaudited, this rating focuses on customer satisfaction and quality of advice. For more information on rating methodology, go to http://online.barrons.com/report/top-financial-advisors or contact Barron's Associate Editor, Matt Barthel, at matthew.barthel@barrons.com. The rating may not be representative of any one client's experience because it reflects a sample of all of the experiences of the Financial Advisor's clients. The rating is not indicative of the Financial Advisor's future performance.
