What We Stand For:

Constellation was created to better serve clients by better serving their advisors. We are disrupting the traditional business model and culture of the wealth management industry. We are fiercely committed to striking the optimal balance between professional values and business values by combining:
 
Top-decile, accomplished advisors

Diversity of Thought

An unwavering commitment to learning and innovation in order to build a solution suite of resources designed to solve for and reduce complexity in the wealth management process

A fiduciary-minded, client-centric, servant leadership-based & collaborative culture.

The information contained on this site is for informational purposes only and should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This profile should not be considered as a solicitation for services. 

Finance

Retirement

Investment Management

Enterprise

Constellation Wealth Advisors

Patrick L.

Patrick Lafley

John Williams

Patrick Hayes

Kelly Bonnell

James W. Taylor

Leadership Team

Client Relations Team

Finance Team

Operations Team

Private Capital Team

Teams at Constellation Wealth Advisors

Leadership Team

Client Relations Team

Finance Team

Operations Team

Private Capital Team