Our Boutique Brands: Built Around Complexity. Powered by Integration.
At Boutique Wealth Solutions, we believe the best financial advice starts with understanding who the client really is — not just what they’re worth.
Each of our boutique brands is designed around a specific characteristic of complexity™ — a defining trait that shapes how a client makes financial decisions and the planning questions they face. We are niche, really niche.
University Wealth Advisors
Serving university faculty, researchers, and higher education professionals navigating layered benefits, retirement systems, and mobility across institutions.
Ecclesia Capital Management
A faith-driven offering for clients who want their financial plans and portfolios to reflect their spiritual values — from stewardship to legacy and generosity.
Canton Capital Advisors
Helping mass affluent families in Northeast Ohio build generational wealth with personalized, local insight and trusted relationships.
A Platform That Grows With You
Whether you’re joining us through acquisition or partnership, you have two paths:
Integrate Into an Existing Brand
If your client base aligns with one of our established boutiques, we’ll bring your firm into a unified offering — giving your clients enhanced service, technology, and thought leadership while preserving your personal touch.
Create a New Complexity-Aligned Brand
Got a niche that deserves its own boutique? We’ll help you build it — from naming to service model design to go-to-market strategy. You’ll retain the identity and voice that makes your work meaningful, while gaining the infrastructure to scale it.
Built for Depth, Not Just Scale
Boutique Wealth Solutions isn’t about putting more clients under one roof — it’s about integrating firms that care about depth of service, planning excellence, and legacy.
Our shared planning environment, powered by our Boutique Integration™ process, allows each brand to thrive while staying rooted in what makes it unique.
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