New Threshold Wealth Management Focuses on Mid-Range Wealthy

“Our manager research and our perspective on the capital markets are equally integral to the advice we provide, regardless of whether a client owns three investment accounts or 35 accounts spread across a dozen entities,” Dan Geary, managing director and business leader for Threshold Wealth Management, said in the statement.

“We are scaling our services so that our thinking and our personalized approach is accessible and affordable for both large families and individual households.”

Threshold’s introduction of wealth management services is the third step in the firm’s recent move toward enhanced segmentation of services based on specific client needs. Earlier this year, the firm introduced Threshold Foundation Services as a separate offering to serve families who have philanthropic nonprofits operating independently from a family’s personal and taxable wealth.

Threshold Group’s original full-service model, called Family Office Services, remains the centerpiece of the firm’s brand, the statement said.