About Us
After diving deep into the financial services industry we saw how antiquated the technology systems were for clients and how transactional those relationships felt. We aim to change that. We built a wealth management practice to incorporate not only our obsessions of building meaningful relationships with clients but also leveraging a tech platform that the millennial generation has come to expect and one that the baby boomer generation will love. Our 20+ years of experience in this industry have enabled us to identify key insights that our clients will benefit from and we look forward to sharing them with you.
Focus Areas
Democratizing Access
We believe that there is an underserved portion of the market, where clients resigned to managing their own assets because of previous poor experiences, or used wealth managers who underserve them. Although we believe that people can be successful in managing their own portfolios, they often overlook diversification, concentrated risk, or family planning, and that is where they need our guidance. We have seen the same stories over and over again where a family has created meaningful wealth over years and ended up with poor service from a wealth manager because the manager is too busy focused on acquiring the next $100 million family.
Learn and Be Curious
Financial literacy is often overlooked when considering the transfer of wealth. We believe in education and clear communication to help families communicate better about intent and values. No one should be overwhelmed by inheriting, receiving, or gifting assets.
Relationship Driven
Too many wealth managers lack planning capabilities and are solely focused on liquidity. We believe that investing in our clients while they maintain concentrated positions or are still building their wealth creates a meaningful difference for them.
Our Team
-
Hart Williams
Co-Founder and Chief Executive Officer
Hart has worked as a Senior Vice President and Wealth Advisor for Bessemer Trust, responsible for growth and development of the Northwest. Previously, he was a Team Led Banker at the JP Morgan Private Bank. He holds a BA in Business Administration from the University of Puget Sound and an MBA from the Daniels School of Business at the University of Denver.
Prior to working in wealth management, he co-founded OneRooftop, which was acquired by Digital Arbitrage (Cloudbeds). He sits on the Board and is the Development Committee Chair for the Bainbridge Community Foundation.
-
Sean Sternbach
Co-Founder and Chief Investment Officer
Sean is a former startup founder and Managing Partner for Community Access Fund, a venture capital firm. He spent several years at Amazon and was the risk analyst for a $1B hedge fund.
He holds a BS in Industrial Engineering from the Georgia Institute of Technology and an MBA from the University of Chicago, Booth School of Business, where he received a concentration in finance and studied the Fama-French models that are core to Cloud Capital.
He sits on the boards of the Seattle chapter for the American Technion Society and mentors founders for Techstars Seattle.
-
Taylor Heininger, CFA
Co-Founder and President
Previously, Taylor spent nine years at Bessemer Trust, most recently overseeing the firm’s Los Angeles office as Managing Director, Regional Director. Prior to that, he held the role of Director of Consultant Relations at RNC Genter Capital Management.
Taylor earned an M.B.A., Beta Gamma Sigma, with a concentration in finance from the University of Southern California Marshall School of Business and a B.A. in Business Administration from the University of Washington. He is a CFA® charterholder and a member of the CFA Society of Los Angeles. Taylor lives with his wife and two children in Manhattan Beach, CA.
