About

The SidMar Team provides a multi-disciplinary approach that encompasses investment management and real estate advisement. We advise a number of second and third-generation client family members, helping them develop sound stewardships and a long-term perspective on wealth preservation and growth. We are also keenly interested in philanthropy, involving multiple generations in meaningful applications of wealth .

The team offers a different approach to real estate advisement & management. We place a premium on client comfort and provide a confidential environment in which clients can feel at ease discussing their real estate needs. We are good listeners, and encourage a collaborative approach to goal setting and decision making. In a world of distractions and competing needs, we focus on clients; in-depth conversations are key building blocks of our approach.