Wealth Management
Finding the perfect home for our banking and finance clients is more than just renting space in a prestigious office park and furnishing a bunch of private offices and conference rooms. Your location and space should project stability, trust, success but also show that you connected to the local community.
So how do you find a location that is attractive for your employees and provides a meaningful experience that justifies the commute? We start with where employees live and analyze their commute times. We overlay the locations of restaurants, coffee shops, health clubs and grocery stores that can provide further convenience or serve as the backdrop for your company events. We look to match your firm’s unique brand and culture with the image, style and location of the buildings being considered. We think about user experience and how you may host clients at your space, many of whom might be elderly. We are very careful to structure transactions that keep rent costs low and out-of-pockets minimal.
When done right, your office space becomes one of your competitive advantages. It can become a strategic tool for the recruitment and retention of the next generation of talent. It can become a marketing tool that sends a very clear message about your brand and your culture.
You can focus on helping your clients grow generational wealth, recruiting top talent, compliance, and cybersecurity. We have you covered on finding the perfect location to match your company’s needs.
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Testimonials
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They work smart, fast and efficiently. They never waste a second of my time
Cheri Dorsey
Co-Founder
Law Firm of Sessa & Dorsey -
They are there for us all day every day whenever we need them.
Sathya Elumalai
CEO
Aidar Health -
They always kept us one step ahead in our negotiations.
Drake Zaharris
Managing Partner
Pessin Katz Law -
They treat us like family and treat the success of our company like it’s their own.
Bill Cole
President
Cole Roofing and Gordian Energy Systems -
Our friendship and our long-term success are more important to them than commissions.
John Dinkel
CEO
Dinkel Business Development, Former Publisher of the Baltimore Business Journal -
They have become a seamless part of our team.
Steve Navarro
Managing Partner
Mind Over Machines -
They give us advice like they will be the ones working in our space every day.
Mark LaPointe
Principal
GWWO Architects -
They want to know what makes my company tick, not just how many square feet we need.
Jeff Rosen
Managing Partner
Rosen Sapperstein & Friedlander, PA -
They answered every question we had no matter how long it took. They gave us complete understanding and confidence in our decision.
Ellen Platt
President
The Option Group -
The minute they entered the picture on our side, the landlords began to take us seriously.
Funlayo Alabi
CEO
Shea Radiance -
They really know how to build leverage and negotiate. They would have made great litigators.
Paul Bekman
Managing Member
Bekman, Marder, Hopper, Malarkey & Perlin -
They treat my small, growing company like we are one of the Fortune 500.
Odessa Phillip, PE
President & CEO
Assedo Consulting -
I trusted them from the first day I met them, and they have never let me down.
Allen Owens
CEO
Paul Davis Restoration Greater Baltimore