About Cedrus

Cedrus helps high-capacity families achieve contentment by offering expertise in four key areas:

01. Articulating Family Goals and Visions

Cedrus Family Business Plan: Capital, Life, and Family – Integrated

02. Safety, Direction, and Wise Counsel

Cedrus has over 100 years of combined experience in small business ownership, corporate management, and wealth preservation

03. Transparency and Accountability of your Advisors

Cedrus believes best execution starts with transparency. We coordinate with your family advisors on all family decisions in an effort to create collaborative solutions

04. Innovative Wealth Strategies

Cedrus brings cutting edge wealth management strategies to our clients. Wall St. has changed and will continue to change. New concepts are now available to families seeking to preserve wealth, minimize taxes, and fund goals

Meet Our Team

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Interested in learning how Cedrus can help you be content?

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