A complete list of active advisors currently associated with Box Hill Private Wealth

Warmer can help you find a great advisor at Box Hill Private Wealth or one who fits your needs even better.

Box Hill Private Wealth manages about $137.5 million in discretionary assets for roughly 45 clients, serving individuals, high‑net‑worth individuals, charitable organizations, and small businesses. The firm offers investment advisory and financial planning services, including creation of written investment policy statements and periodic reviews. The firm’s investment process combines fundamental, technical, cyclical, quantitative and qualitative analysis to build long‑term, actively allocated or hybrid portfolios and offers equity income, growth, tax‑efficient and ESG strategies. BHPW may use third‑party sub‑advisers and implements specialized custodial strategies, including an options‑based box spread borrowing strategy and access to alternative investments available through the Schwab platform. Box Hill provides a quarterly digital report and ongoing written plans for clients, a formal periodical practice that is uncommon among independent peers. The firm’s lineup includes less common, higher‑complexity offerings—notably the box spread strategy implemented through a third‑party sub‑adviser (SyntheticFi), with disclosure that Box Hill does not receive SyntheticFi’s separate sub‑adviser fee—and it generally applies a $1,000,000 account minimum (waivable).

To learn more about the advisors currently working at Box Hill Private Wealth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.