ABOUT US

71 West provides highly customized private wealth management services to some of the most sophisticated ultra high net worth individuals, families and foundations across the United States.

Our firm is committed to navigating market cycles, global events, and political winds while maintaining a steadfast focus on our clients’ best interests. 71 West is led by founding partners Denis Cleary and Greg Devine.

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71 West’s comprehensive services extend beyond investment portfolio management to include pre-liquidity strategies, tax planning, trust and estate planning, liquidity and lending, and next generation education.

Services

Investment Portfolio Construction

Each Ultra-High Net Worth client has unique financial needs, with different pre-existing investments, ongoing income needs, tax status and risk tolerance. Building an appropriate portfolio for our clients’ changing lives and financial circumstances is a complex, personalized experience that requires ongoing collaboration. With more than 20 years of experience working with some of the most successful, sophisticated families in the country, we seek to understand our clients needs and build portfolios to achieve their goals.