Snowden Lane Partners
Snowden Lane Partners is an independent wealth advisory firm offering personalized, unbiased financial solutions, with a strong focus on client success and integrity.
Services
Snowden Lane Partners offers a comprehensive suite of advisory services to meet diverse financial needs. These include financial planning, retirement planning, liability management, insurance, and education plans. The company also provides investment advisory and management, transactional services, cash management, lending solutions, insurance and annuities, and private banking services. Additionally, Snowden Lane Partners offers specialized services in trusts, estate planning, generational planning, philanthropy and impact investing, professional services referrals, and family office services.
Company History
Snowden Lane Partners was founded by former Wall Street executives who aimed to address conflicts of interest prevalent at large financial institutions. The firm prioritizes personalized attention, customized solutions, and unbiased advice. Snowden Lane Partners has earned recognition for its commitment to client interests and has recently opened its 14th office in Colorado and its 15th in Boca Raton, highlighting its expansion.
Registered Investment Adviser
Snowden Lane Partners operates as an independent investment adviser registered with the U.S. Securities and Exchange Commission. This status affirms the company's dedication to compliance and regulatory standards. As fiduciaries, Snowden Lane Partners' advisors prioritize the best interests of their clients, striving to offer optimal investment solutions. The firm's integrity and transparency underscore its commitment to excellence.
Locations
Snowden Lane Partners has an extensive network of offices across the United States, with a presence in key financial hubs such as New York, Chicago, San Antonio, Pasadena, Pittsburgh, Baltimore, Bethesda, Wilmington, Golden, and Miami. The recent establishment of new offices in Colorado and Boca Raton expands their reach. The firm also offers services via its Spanish-language website to accommodate Spanish-speaking clients.
Recognition and Achievements
In 2023, Snowden Lane Partners celebrated significant milestones, including exceeding $1 billion in recruited assets. The firm also secured a fourth consecutive appearance on Barron’s Top 100 RIA Firms List, affirming its status as a leading wealth advisory firm. These achievements reflect Snowden Lane Partners' impactful role in the investment advisory industry and its unwavering dedication to client service.