Proficio Capital Partners is a wealth management firm that focuses on wealth preservation and after-tax, after-fee, risk-adjusted returns. Proficio aims to build long-standing partnerships with families through active, personalized, and dynamic service to meet the unique needs of each family.

Proficio Capital Partners

Proficio Capital Partners is a multi-family office located in Newton, Massachusetts founded in 2014. Utilizing our institutional backgrounds and experience in financial markets, the Firm builds bespoke portfolios to deliver a comprehensive, integrated, and dynamic plan for our families’ complete financial affairs.  This includes investment management, wealth transfer strategies through estate planning and philanthropic initiatives, proactive tax and multi-generational planning, asset servicing, risk management, and implementation of family governance.  

BOND

Proficio Capital Partners, LLC

Happy New Year!  

As we step into 2024, we want to take a moment to reflect on this incredible journey we have had this past year.  2023 was a year filled with challenges, opportunities, and memorable achievements, and none of it would have been possible without our wonderful clients and amazing people that make up Proficio Capital Partners, LLC !

Can't wait to see what 2024 brings!

Matthew Wosk Bob Haber Justin Sussman Sheldon Hanau Lauren Maughan Denklau Gregory Burke, CFA Onnie Mayshak Andy Wester, CFA Reed Malas Zander Keough Jack Feda Madeline Branka Meghan Laramie Peter Kronberg Katie (Chines) Herr, CPA Michelle Aronson Richard Blond

Thank you to The George Washington University  for having me speak today at The George Washington University School of Business to the Finance 360 class.   Loved hearing so many thoughtful questions from students on family offices, investing, and career paths. 

Special thanks to Sarah Lee for organizing!

Also very cool having my son Jack Wosk join the group!

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COM:PROFICIOCAP

Proficio Capital Partners