From our leadership team to our individual advisors and specialists, our mission is to serve you and your family. We are confidantes, counselors, and navigators, dedicated to managing the complexities of family and wealth.
“When people ask me why I think the family has succeeded, I say that the family has chosen to have high-level advisors whom they totally trust and who are not just yes-men and -women but you know give their honest opinions.”
We are holistic advisors and sophisticated specialists, united around a commitment to our clients’ wants and needs. We deploy our deep experience and perspective with the focus, nimbleness, discretion and customization of a boutique.
“The Rockefeller & Gormus Capital difference is the people you choose to be with: clients, advisors, employers – their quality of character, domain expertise, competence, and level of intellect and authenticity.”