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Welcome to

Constance Wealth Advisors

Tailored Wealth Solutions for a Complex World

Discover Who We Are

“Simplicity is the ultimate sophistication.”

– Leonardo da Vinci

At Constance Wealth Advisors, we provide investment advisory and consulting services to non-profit organizations and high-net-worth individuals. Our goal is to explore your uniquely complex financial situation and develop a comprehensive, flexible strategy.

Build Your Custom Roadmap

Wealth decisions are complex and uncertain. We strive for the simplicity beyond complexity, resulting in clearly identified goals and risk-reward outcomes, based on probability. Combining your story with our experience produces a collaborative and resilient path to reaching your goals.

Let’s Start the Conversation

A Custom Strategy for Your Unique Needs

Comprehensive Strategies for Organizations of All Sizes

Most small to mid-sized organizations have complex growth plans. Our team has direct experience with non-profit organizations allowing you to focus on your mission.

Specialized Knowledge:

Reserve Planning

Asset Donations

Investment Policy

Asset Management

Performance Review

Fiduciary Reporting

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Customized Strategy To Meet Your Specific Needs

Wealth is complex at every phase of life, especially early in your career. Success over the long term requires a comprehensive and flexible road map. That's where we come in.

Specialized Knowledge:

Major Life Decisions & Planning

Understanding Risk & Reward

Equity Compensation

Education Planning

Parental Care

Portfolio Design

Charitable Strategies

Who We Are

Timothy Griffith Photo

Timothy Griffith

Laura Stevens Photo

Laura Stevens

Senior Project Manager

Let's Connect

If you’re interested in learning more about working together, we encourage you to contact us. Fill out the form below or give us a call to get started.