About Us

Our Story

Black Suisse is a financial services firm that is focused on developing customized wealth management strategies for today’s investor. Whether you are interested in wealth management or wealth accumulation,Black Suisse offers a seamless pathway for you to unite your financial needs in one location.

Our expertise is centralized within three key building blocks of financial success: financial planning, portfolio management and investment services.

As a boutique firm, we take these building blocks, combine them with superior service, unmatched integrity and professional financial advice in order to cement these concepts as the cornerstones of our business. At Black Suisse, we adhere to the philosophy that everyone that walks through our doors deserves a financial plan that aligns and protects their goals.

We are Black Suisse because we understand what you desire most; integrity, stability and value at every step of the wealth management process.

OUR MISSION

At Black Suisse our mission is to assist individuals, families and business owners in achieving their financial objectives. We strive to manage the financial opportunities and risks you will encounter throughout your entire life. And we do so through a close-knit working relationship and prudent, comprehensive tailored investment strategies.

OUR CORE VALUES

Guided by three “C”s

The following core values direct every decision we make at Black Suisse.

We Always put CLIENTS first.

Do everything in the best interest of you, the client — that’s our mantra.

COMMIT to honesty and integrity.

We ensure that your needs and goals are the only thing influencing our actions.

COMPASSION for clients and coworkers.

Making major financial decisions can be tough. So we aim to be supportive listeners first and trusted advisors second.