Who We Work With
Dedicated Practices for the Clients We Serve.
Many wealth management firms ask you to fit into a service model they designed for everyone. We built Tierney Wealth differently — with dedicated practices for specific client situations, each staffed by advisors who have spent careers in that world.
Tierney Wealth provides dedicated advisory practices for five core client segments: labor unions, pension funds, endowments and foundations, business owners, and families. Each practice is led by advisors with deep expertise in the specific regulatory, fiduciary, and financial challenges that segment faces. The firm also offers specialized high-net-worth concierge and access to investment banking advisory services.
Our client practices
Union Wealth Planning
Labor & ERISA Advisory
Union pension funds face ERISA fiduciary obligations that require an advisor who genuinely understands the regulatory environment, the governance requirements, and the human stakes involved.
Pension Fund Advisory
Institutional Investment
Managing pension assets is not like managing any other portfolio. You carry a legal and fiduciary obligation to the workers behind every line on your fund's balance sheet.
Endowment Investment
Mission-Aligned Capital
Your endowment exists to fund a mission, not simply to generate returns. We build investment strategies that balance long-term growth targets with mission alignment.
Business Planning
Transition & Exit Strategy
Building a private business is decades of work, sacrifice, and vision. Its sale or transition deserves equally deliberate planning.
Holistic Wealth Planning
Multigenerational Planning
When you have built significant wealth, the challenge shifts from accumulation to stewardship. Our comprehensive private wealth services coordinate across investment management, tax strategy, estate planning, and philanthropy.
HNW Concierge
Bespoke White-Glove Advisory
Many financial situations require more than a conventional approach. Tierney Wealth’s high net worth concierge offering provides customized investment management, direct access to senior advisors, and coordinated advisory support designed to address more complex financial needs.
Investment Banking
Investment Banking Referrals
We have access to licensed investment banks that can assist with liquidity events for company founders.
Learn about our investment advisory philosophy.
Fiduciary investment advice. Customized solutions. Built around you.