Who Are We

Who Are We?

HOW WE CAN HELP YOU?

Contact us at the Holly Street Wealth office or submit a business inquiry online.

Our Firm and Focus

Founded in 2013, Holly Street Wealth Advisors is an independent and privately held Registered Investment Advisor with the SEC. Our core team has over 75 years of combined experience in investment advice, portfolio construction, and advisory services to individuals, families and a variety of institutional investors including foundations and endowments.

We believe in the importance of understanding each client’s unique financial goals and risk and return profile. We pride ourselves on our commitment to personal service and customized solutions for our client’s wealth management needs.

Benefits of Our Firm

Solutions
Truly customized to client situations and needs
Responsiveness
Greater flexibility, nimbleness and responsiveness
Freedom
Not confined to selling specific products
Focus
Continued focus on value created and delivered, not margins and quotas
Service
Expect a higher level of customer service
Communication
Increased frequency of communication to serve client preferences

We Provide Creative Solutions With Solid Strategies & Powerful Technologies.

  • Thoughtful
  • Service-Oriented
  • Trusted
  • Collaborative
  • Experienced
  • Committed

Our Guiding Principles

  • Attentive
  • Thoughtful
  • Collaborative
  • Honest
  • Objective

As the complexity of markets and demands on the time of our clients increase, we are committed to being more than a service provider ― we strive to be a valuable and trusted long-term partner and financial guide.

Our role can be critically important. For individuals, families, and businesses, we aim to preserve and grow our client’s wealth. For non-profits, foundations, and endowments, we act as a fiduciary and steward for our client’s assets.

Our success is measured by each client’s success.