Who We Are
Who We Are
For the last century, we’ve dedicated ourselves to empowering families like yours to prosper and endure. Like many of the leading families we serve, we have been through our own wealth journey.
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What We Do
Wealth  Momentum®
The families we serve and the relationships we have with them are at the center of everything we do. Our proprietary Wealth Momentum® model harnesses the most powerful drivers of financial and family dynamics, maximizing the impact that sustains and grows wealth for generations to come.
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Relationship Development & Events Coordinator

Emery Ells Bauer

As a member of the Family Office Department, Emery supports the business development process and events to enhance prospect, client, and employee experience.

In supporting new business opportunities Emery coordinates and executes proposals, industry research, and business presentations. In addition, she manages inbound requests from marketing campaigns, website, conferences, events, and webinars. In this dynamic role, Emery collaborates with team members, employee-lead committees, and vendors at the project coordination level for a variety of initiatives, events, and socials.

Prior to her current role, Emery served as the Marketing & Communications Intern providing support in the development and execution of several important marketing initiatives including the Wealth Momentum® Forum, LinkedIn employee training, industry event coordination, branding refresh, website updates, and employee engagement events.

Emery is currently working on a Bachelor’s of Business Administration in Marketing Communications with Northwood University.

Outside of the office, Emery enjoys camping, cooking, and getting crafty. New to the area, she and her fiancé like to spend their weekends exploring the Greater Philadelphia area and the Poconos. A former farm kid, Emery dreams of someday, hopefully in the not-so-distant future, having a hobby farm with sheep and goats.

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