BASILICA Private Client

BASILICA Private Client is for high net-worth investors seeking an ongoing, goal-oriented, fully customizable relationship with their Investment Advisor.


BASILICA Pricing Pledge

BASILICA has eliminated the traditional barriers in the relationship between clients and advisors by letting the client set the price. Your fee structure will be completely determined by you based on your unique situation.


Life Event Planning

We plan for every stage of your life. At BASILICA we believe luck is where preparation meets opportunity.


Discretionary Services

BASILICA offers a range of discretionary managed strategies from short term income focus and balanced portfolios, to long term aggressive growth and defensive equity strategies.

Relationship Architect ™

At BASILICA you control and customize how we work with you through our "Relationship Architect ™" model.



Create Your Relationship Blueprint


Welcome To BASILICA Wealth Management‎
Transcendent Financial Relationships


Share Basilica Wealth Management

Disclaimer for Third Party

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: WA, CA, & NC

Securities offered through LPL Financial, member FINRA/SIPC. Investment Advice and Financial Planning is offered through Financial Advocates Investment Management, LLC, a Registered Investment Advisor, DBA Basilica Wealth Management which is a separate entity from LPL Financial.

Boutique Approach

We believe the only way we can truly offer a boutique client experience is to keep the size of our client base manageable.  We are committed to delivering a fee efficient model by avoiding the cookie cutter type investing most other firms, large and small employ. Read More...

BASILICA Wealth Management‎

Keep up to date with all BASILICA news. Don't miss out on the latest market trends and advice.

Get In Touch