Our Services

Wernau Asset Management is a registered investment adviser providing wealth management, family office and advisory services to individuals and business clients. Our service offerings are tailored to our individual clients' needs.  Whether you are a individual looking for investment management, a wealthy family looking for comprehensive family office services or a business client in need of expert advice, we can help.  

Wealth management

Investment management and financial advice

Helping clients craft their own personal wealth legacy. We provide investment management solutions tailored to the complex needs of wealthy families. In addition, we help our clients develop and maintain a personal financial plan designed to achieve their goals. 

Family Office SERVICES

concierge level service and management for your family's financial needs

Our Family Office services combine all of our firm's intellectual capital to solve the complex financial needs of wealthy families. We act as a single point of contact for families in need of an integrated financial support team.

Advisory Services

STRATEGIC CAPITAL ALLOCATION AND ACCESS 

Our advisory services focus on the unique needs of wealthy individuals and entrepreneurs as they pursue strategies to optimize the capital, tax and legal structure of their assets.  The unique position of our team enables us to bring a great breadth of both tactical and strategic thinking to the table.