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Private wealth · by introduction

Serious money deserves a serious advisor.

We discreetly match you with a vetted fiduciary who specializes in clients at your level — so your wealth is grown, protected, and planned by someone legally bound to your interests.

  • Fiduciary advisors only — legally on your side
  • Matched by your assets, goals, and situation
  • Private & confidential — we never sell your data
Step 1 of 3 · in confidence

What is your primary focus?

No cost No obligation Confidential
Handled with discretion. Your details are shared only with a specialist you choose.
How it works

Quiet, considered, entirely on your terms

01
Tell us your situation
A few private questions — in confidence, in about two minutes.
02
We vet & match
We shortlist only the specialists who genuinely fit you.
03
A private introduction
Meet only the ones worth your time — discreetly, no pressure.
04
You decide
On your terms, at your pace, with no obligation.
Know this first

What separates a real advisor from a salesperson

At higher asset levels, the wrong advisor quietly costs fortunes in fees and missed planning. A handful of distinctions matter more than any pitch.

Fiduciary is the whole game

A fiduciary is legally bound to act in your interest. Many “advisors” are commissioned salespeople — the difference can mean hundreds of thousands over time.

Ask directly: “Are you a fiduciary 100% of the time?”

Understand how they are paid

Fee-only, fee-based, or commission each create different incentives. Fee-only removes most conflicts of interest from the relationship.

Get the full fee structure in writing before you commit.

Match the advisor to your situation

A liquidity event, equity compensation, or estate complexity each demand specific expertise. Generalists leave value on the table.

Ask for clients they’ve guided through your exact circumstance.

Planning outweighs stock-picking

The real value is tax strategy, estate structure, and steady counsel — not beating the market. Judge an advisor on the plan, not a tip.

A great first meeting is about your goals, never a product.
Selected for you

Vetted fiduciary advisors

Each firm is a verified fiduciary with transparent fees and a record we’ve reviewed. Introductions are private and obligation-free.

Northbridge Wealth
Top rated

Northbridge Wealth

Fee-only RIA · $1M–$25M households
  • Fiduciary, fee-only
  • Tax & estate integrated
  • Transparent flat-fee options
Request an introduction
Evergreen Family Office

Evergreen Family Office

UHNW & business owners
  • Multi-family-office model
  • Windfall & liquidity events
  • Coordinated CPA & attorney
Request an introduction
Atlas Retirement Partners

Atlas Retirement Partners

Pre-retiree & retiree focus
  • Income & tax planning
  • Fee-only fiduciary
  • No product sales
Request an introduction

Advisors shown are illustrative placeholders. In production, some firms may compensate Wearhom when introduced to a client — this never affects our vetting standards or who we recommend.

In their words

Trusted with what matters most

★★★★★

After selling my company, I was overwhelmed. Wearhom matched me with a fiduciary who actually planned around the windfall.

Robert H.Founder, exited 2025
★★★★★

Discreet, no sales pressure, and the advisor was exactly the right fit for our family’s situation.

The Whitmore FamilyPrivate clients
★★★★★

I’d been sold to for years. This was the first time someone was simply on my side.

Dr. Lena P.Retired physician
Thomas Wearhom with Gideon, his golden retriever
Our story

Built on a simple, unfashionable idea: be on your side.

For twenty-eight years, Thomas Wearhom sat across the table from people at the biggest moments of their financial lives — the sale of a company, the windfall, the quiet fear of outliving it all. And for twenty-eight years one thing gnawed at him: the people who needed the best counsel were too often handed to whoever paid the most for the introduction, not the expert who actually fit. The system rewarded the loudest, never the right.

So when he stepped away, he didn’t really retire. He started Wearhom to do the opposite of everything he’d watched go wrong: to sit on your side of the table, quietly vet the very best, and walk you to the right person for the decisions that matter most. No pressure. No selling you out. Just a steady hand from someone with nothing to gain but your trust.

He named it for Gideon — his old golden retriever, and, as he tells it, the most trustworthy soul he’d ever known. Gideon never had an agenda. He simply stayed close, watched the door, and made everyone feel safe. That, in a wagging tail, is the whole promise: someone in your corner who wants nothing but what’s best for you.

That’s why our guide is a butler — and why he’s a dog.

— Thomas WearhomFounder of Wearhom
In confidence

Straight answers

Yes. Matching and the initial consultation are complimentary, with no obligation to engage anyone.

Let us introduce you to the right advisor.

Private, complimentary, and entirely at your pace.

Request introductions