About Geometric
Trevor Sarif-Killea and Julie Higgins join Geometric Wealth Advisors
We are thrilled to introduce two new members of Geometric’s team, Trevor Sarif-Killea and Julie Higgins.
Tracy Johnson joins Geometric Wealth Advisors
We are pleased to introduce the newest member of Geometric’s team, Tracy Johnson. As a Wealth Advisor, Tracy will focus on helping us to grow our practice area serving Partners and other senior professionals at top-tier consulting firms. She is uniquely qualified to understand this audience.
Discounted mortgage rates (via Bank of America Private Bank) now available to Geometric’s clients
We are excited to announce a partnership with Bank of America Private Bank that provides Geometric’s clients with discounted mortgage rates and flexibility in loan structure.
Recognizing our Conflicts of Interest
The Department of Labor’s “Fiduciary Rule[1]” is a welcome change. It will require all financial advisors who manage retirement assets to put their clients’ interests ahead of their own.
Patrick S. McGough joins Geometric Wealth Advisors
When we launched Geometric, we made a commitment to only hire advisors who are as bright and capable as our clients. Given the professional and academic achievements of our clients, we are intentionally creating a very high hurdle. We believe that’s part of what sets us apart.
Why we built Geometric Wealth Advisors
If you’re reading this, some or all of the following likely describe you: