About Friends Wealth Management

Unlike public companies that disclose all information to the public, private companies maintain confidentiality, allowing for exclusive access to lucrative investment opportunities. However, gaining entry into high-performing private equity firms with substantial capital requirements can be challenging for most qualified clients, but through our platform, we provide access to such opportunities starting from $5 million, bridging the gap between top managers and discerning investors. By friending with established platforms like iCapital, backed by rigorous due diligence processes, we ensure our clients have access to top-tier private equity managers and a diverse range of investment options that have historically outperformed conventional asset classes.

At our RIA, we prioritize transparency, security, and personalized service to safeguard our clients’ assets and financial interests. Serving as fiduciaries, we ensure that client funds are securely custodied at reputable institutions like Schwab, mitigating risks associated with asset custody. By steering clear of custodial responsibilities, we uphold the highest standards of client trust and security, emphasizing that client funds remain protected and separate from our operational purview. Negotiating fees on behalf of our clients and eschewing placement fees, we strive to optimize investment opportunities and minimize costs, aligning our success with that of our clients. Through strategic friendships and access to unique private equity offerings, secondary market opportunities, and expert insights, we empower our clients to navigate the complexities of alternative investments successfully. Our mission is to provide unparalleled access, due diligence, and consulting services in the world of Alternative Investments, ensuring that our clients achieve their financial goals with confidence and clarity.