Paul describes the “holy grail” of wealth management as the old Wall Street partnership model: a private firm where people work together, share in the success of the business, and put clients first. That was what he wanted to find in his next firm.
Finding all of that in one place wasn’t easy. Paul and his team valued the freedom to serve clients their way, along with the scale and resources to do more for them. At times, the search felt like looking for a “needle in a haystack.” They ultimately found a long-term home at Cresset, with the combination they had been searching for.
