About Us

Built on values and driven by excellence, we focus on our clients' holistic needs and consistently deliver on our commitments.

Who We Are Associates of Wealth is a premier wealth management firm dedicated to providing comprehensive financial solutions for individuals, families, and institutions. Since our founding, we have maintained an unwavering commitment to independence, innovation, and client-centric service. Our team of experienced professionals brings together decades of expertise across investment management, financial planning, estate strategies, and institutional consulting. We believe that wealth management is not only about the present but also about the future — and our clients are the driving force behind everything we do. With a client-to-employee ratio that allows us to give each relationship the undivided attention it deserves, we deliver customized solutions that pursue stable and sustainable growth across market cycles. Independence remains our guiding principle, ensuring that our advice is always aligned with our clients' best interests.

Our Values

Trust Trust is the foundation of every relationship we build. We earn it through transparency, integrity, and consistently acting in our clients' best interests. Our fiduciary commitment means we put your goals first — always.

Excellence We pursue excellence in everything we do — from investment research and portfolio construction to client service and operational precision. Our team is dedicated to continuous improvement and the highest professional standards.

Innovation We embrace innovation to deliver better outcomes for our clients. By combining time-tested principles with forward-thinking strategies, we stay ahead of market evolution and provide modern solutions to complex financial challenges.

Client-Centric Every strategy we design begins with understanding our clients' unique goals, values, and circumstances. We measure our success by the confidence and peace of mind we bring to those we serve.

Our History

2013 Associates of Wealth was founded with a vision to provide independent, conflict-free wealth management services. Our founding partners brought together decades of institutional investment experience to create a firm built on trust and fiduciary responsibility.

2017 Expanded our service offerings to include comprehensive family office services, recognizing the growing need for integrated wealth management solutions among multi-generational families. Reached $5 billion in assets under management.

2019 Launched our institutional practice and sustainable investing platform, extending our expertise to endowments, foundations, and organizations seeking mission-aligned investment strategies. Opened our second office location.

2022 Navigated global market volatility while continuing to grow our client base and deepen our capabilities. Introduced enhanced digital platforms for client reporting and engagement, maintaining seamless service through market disruptions.

2024 Since our establishment in 2013, we have managed assets totaling $56.5 billion, which fills us with pride. We will continue to build a strong professional team and further strengthen our commitment to diversity, fairness, and inclusion within our company and the communities we serve.

Leadership

Nicholas Calcohn Head of Strategy, Finance and Control

Mischael Wakenin Chief Investment Officer

Victoria Bennett Customer Strategy Director

Interested in joining our team?