Our Story
Icon’s founders sought to create a different kind of wealth management firm — one that fully embraced the fiduciary standard, provided clients with a curated set of opportunities, and managed money with the discipline and precision that comes from experience. And at each step, to provide the level of care and dedication that we would want to see provided to our own families.
Our Commitment
We are committed to you and your family’s unique objectives. We are a premier advisory firm that offers experienced, research-driven advice and curated investment opportunities that are tailored to your unique needs.
