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A Legacy of Service, Passion and Commitment

 Facilitating the growth and tradition of families through a foundation of trust and excellence in wealth management.

TRUST

Earned over time through authentic connection and consistent, reliable service. Building long-term relationships with clients, taking time to understand unique needs and goals.

HONOR

Maintaining a commitment to respect of others and excellence in all aspects of life, striving to provide the highest quality of service.

INTEGRITY

The foundation of any successful client-advisor relationship. Honesty, transparency, and the highest level of ethical standards.

TEAM

ABOUT US

An independent fiduciary investment advisory dedicated to preserving and expanding the legacy of our client families. Headquartered in Jupiter, Florida, serving clients throughout the US.

CEO, Joseph M. Featherstone, a fourth-generation Floridian with a legacy of service and dedication to the community.

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We invite you to connect with us.

Reach us by phone or email.

Email: info@featherstoneia.com

Phone: 561-234-0514

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