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. 

Enterprise

Finance

Investment Management

Retirement

Constellation Wealth Advisors

Patrick L.

Patrick Lafley

John Williams

Patrick Hayes

Kelly Bonnell

James W. Taylor

The Leadership Team at Constellation Wealth Advisors is responsible for setting the strategic direction of the company, ensuring alignment with core values, and driving innovation in the wealth management industry. Comprised of founders, managing partners, and key executive positions, this team focuses on fostering a collaborative, client-centric, and fiduciary-minded culture to enhance service delivery and reduce complexity in the wealth management process.

Leadership Team

Client Relations Team

Finance Team

Leadership Team

About

Team members

Other teams at Constellation Wealth Advisors

Client Relations Team

Finance Team