About Us

As trusted fiduciaries, Biltmore’s experienced investment professionals are committed to understanding your individual financial circumstances and providing sound long-term solutions with a high level of client service.

Our firm can provide the full range of wealth management services you may require, including investment management, loans, private banking, family office services and specialized solutions. Biltmore’s financial planning expertise extends to all major life events.

We bring an objectivity to wealth management that avoids many of the potential conflicts which exist at larger firms. Applying a rigorous due diligence process, we are free to choose among the best solutions, lowest-cost investment options and most cost-effective lenders.

Biltmore partners with firms such as Bank of New York Mellon, Cantor Fitzgerald, Charles Schwab Institutional, Morningstar and Pershing to provide our clients world class service in custody, trading, banking, performance reporting and more. All with the personal touch of an investment and financial planning boutique.

A percentage of all Biltmore’s profits goes directly to non-profits that benefit organizations around the country.