Making wealth decisions clearer.
Providing client-centered analysis
We conduct our own client-centered research to develop thorough, strategic investment and succession planning advice.
Creating order out of complexity
We believe wealth management requires experience, competence, and sensitivity to family members.
Building structures to last generations
Comstock is employee-owned and has provided independent, innovative advisory services to individuals, families, fiduciaries and their advisors for over 35 years.
We believe in earning your confidence
Our mission is to cut through the noise of transaction driven advice to deliver clarifying analysis that is both client-centered, innovative, and sometimes contrarian as we work to identify what is in the client’s best interest.
Developed for ‘next-gen’ beneficiaries who understand that the benefits of a trust come with challenges and responsibilities, this course will help you learn to be a proactive and engaged custodian of your legacy.
With a -20.0% return during the first half of the year, the S&P 500 officially met the somewhat arbitrary criteria for a bear market. An unbiased appreciation of uncertainty is a cornerstone of rationality—but it is not what people and organizations want. …Acting on pretended