Making wealth decisions clearer.

We provide independent, objective, decision-enabling advice.

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.

Present Position Analysis

Get a flat-fee, exhaustive analysis of portfolio assets to assess performance of management and strategy.

Strategic Planning

We advise families on the organization of the family financial capital to maximize results for generations.

Investment Services

We’ll work with you to choose a program that seeks enhanced returns through each portfolio option while reducing risk.

Market Commentary

Read our market and investment strategy reviews and commentary, going back to 2006.

Training for a responsible transition

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.

Latest Articles

2nd Quarter 2022 Market Commentary

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

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