Box Hill Private Wealth, LLC

EST. AUM
$137,466,560

CONTACTS

CLIENT ACCOUNTS
193

Firm Details

Metro area Phoenix
CRD Number 322620
Website boxhillprivatewealth.com
Client types

Overview

Box Hill Private Wealth is a boutique, fiduciary wealth management firm that provides personalized financial planning and investment management services to individuals and families. Founded by Shane Farina, the firm emphasizes a holistic, relational approach, focusing on tax-efficient strategies and strategic asset allocation to align with clients' unique long-term financial goals and risk tolerances.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Box Hill Private Wealth, LLC

Platform Details

Investment Preferences

Alternative Activity

Address

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