Florence Capital Advisors seeks to provide an enhanced, client-focused business model within the wealth management industry represented by advanced thought leadership, extensive reach, and innovation. Celebrating the birthplace of this era with its moniker, Florence Capital Advisors will come to signify the renaissance of the family wealth advisor through an enlightened and progressive approach to achieving exceptional service and performance for our clients.
COLLABORATION AND PARTNERSHIP
We are your advisor, but as critical, your collaborator in all things important to achieving your financial goals. As such, trust, absolute objectivity and integrity are cornerstones of our relationship as your fiduciary.
With nearly 15 years of experience, Founder and CEO Greg Hersch has established himself as a renowned money manager and wealth advisor, offering proven expertise for clients seeking to grow capital, as well as for those looking to protect capital and preserve wealth. The firm is especially adept at effecting tax-efficient planning strategies, helping entrepreneurs raise early stage growth capital and advising owners on financial impacts of sale, merger or initial public offering of their companies.
We have the ability to source unique investment opportunities for clients through an established, expansive – and now growing – network of opportunity. Direct access to the industry’s full complement of financial products and services enables us to offer our clients opportunities in all the world’s major capital markets, private markets and from leading financial, advisory and professional services firms. Capitalizing on a vast network of connections in the world of finance ensures clients access to the most sophisticated thought leaders and specialized finance professionals in the industry today.
Because we are independent advisors, our recommendations are objective, transparent and free from outside influence. As fiduciaries, we hold our clients’ interests first and foremost above everything else we do. The philosophy we embrace in forging our clients’ financial plans is no different from that which we apply to our own.
One of the key reasons for independence is to be free of corporate limitations and able to focus completely and exclusively on client well-being. Florence Capital Advisors places an emphasis on elite service, the capacity to listen to our clients, translate their needs into structured solutions and execute flawlessly for long-term performance.
LONG TERM PERSPECTIVE
As our relationships last for years, so does our investment approach. Our goal is to design strategies and diversify portfolios to reduce risk, enhance return and maximize stability over the long-term. We believe the best strategies are those that are thoughtful and forward looking, measured not in days or months, but in years.