Sceptyr, a revolutionary wealth management firm, today officially launches with a mission to redefine white-glove service for ultra-high-net-worth individuals and families. Founded on the principle that modern wealth requires modern solutions, Sceptyr introduces an unprecedented service model that combines institutional-quality investment management with personalized attention typically reserved for single-family offices—but accessible to clients with $10+ million in investable assets.
Revolutionizing the Wealth Management Experience
Sceptyr addresses a critical gap in the wealth management industry: the lack of truly personalized, institutional-quality service for clients who have outgrown traditional advisory models but don't require a full single-family office. The firm's innovative approach treats every client relationship as a strategic partnership, providing the sophisticated investment strategies, tax optimization, and estate planning typically available only to billionaire families.
"Traditional wealth management has become commoditized and impersonal," said Josh Tolley, Founder and CEO of Sceptyr. "Clients with $50 million are often treated the same as clients with $5 million, receiving cookie-cutter portfolios and minimal attention. We believe that significant wealth deserves significant expertise, and every client deserves to feel like our only client."
The Sceptyr Difference: White-Glove Service Redefined
- Direct CEO Access: Every client has Josh Tolley's personal number
- 24/7 Support: Dedicated team available around the clock
- Same-Day Response: All client inquiries answered within 2 hours
- Personal CFO Model: Comprehensive financial life management
- Alternative Access: Minimum investments reduced to client levels
- Co-Investment Rights: Exclusive deals typically reserved for institutions
- Custom Strategies: Bespoke portfolio construction for each family
- Tax Alpha Generation: Dedicated tax optimization team
- Generational Planning: Multi-decade wealth transfer strategies
- Next-Gen Education: Financial literacy programs for heirs
- Philanthropy Integration: Strategic charitable giving optimization
- Legacy Documentation: Family constitution and values preservation
The Future of Wealth Management
Sceptyr's service model represents a fundamental reimagining of how ultra-affluent families should experience wealth management. Every client receives dedicated investment committee attention, with quarterly strategy sessions led by Josh Tolley personally. This hands-on approach ensures that investment strategies evolve with changing family circumstances, market conditions, and wealth objectives.
The firm's "Family CFO" model extends beyond traditional portfolio management to encompass comprehensive financial life coordination. This includes real estate transaction guidance, business succession planning, insurance optimization, and coordination with existing professional advisors to create seamless wealth management experiences.
Exclusive Access and Opportunities
Sceptyr leverages institutional relationships to provide clients with investment opportunities typically unavailable to individual investors. Through partnerships with top-tier private equity funds, hedge funds, and alternative investment platforms, clients access institutional-quality investments with reduced minimums and enhanced terms. This approach has historically generated 200-400 basis points of additional alpha compared to traditional wealth management approaches.
Founding Principles & Service Standards
Leadership and Vision
Josh Tolley brings over two decades of experience serving ultra-high-net-worth families, having previously managed portfolios exceeding $500 million at leading wealth management institutions. His vision for Sceptyr emerged from observing the consistent failure of traditional firms to provide the sophisticated, personalized service that significant wealth demands and deserves.
"I spent years watching wealthy families receive mediocre service from prestigious firms," Tolley explains. "They were paying substantial fees for cookie-cutter portfolios and minimal attention. I knew there had to be a better way—a model that truly honored the sophistication and success of these remarkable individuals."
Selective Client Partnership
Sceptyr intentionally limits its client base to ensure every family receives extraordinary attention. The firm targets a maximum of 25 client relationships, allowing for deep partnership and customized service delivery. This selective approach ensures that client interests always take precedence over asset gathering, creating alignment that traditional wealth management firms cannot match.
The Future of Ultra-High-Net-Worth Service
Sceptyr's launch represents a fundamental shift in wealth management philosophy—from asset gathering to relationship cultivation, from standardized solutions to bespoke strategies, and from transactional interactions to transformational partnerships. The firm's success will be measured not by assets under management, but by client outcomes, satisfaction, and long-term wealth preservation.
"We're not building another wealth management firm," noted Tolley. "We're creating a new standard for what ultra-affluent families should expect from their financial partners. Our clients deserve nothing less than excellence, and that's exactly what we intend to deliver, every single day."
About Sceptyr
Sceptyr is a revolutionary wealth management firm dedicated to serving ultra-high-net-worth individuals and families with $10+ million in investable assets. Founded on principles of white-glove service, institutional sophistication, and genuine partnership, Sceptyr provides the personalized attention of a single-family office with the investment capabilities of major institutions. The firm intentionally limits its client base to ensure extraordinary service delivery and maintains a 100% client retention rate through its commitment to excellence.
This press release contains forward-looking statements regarding Sceptyr's expansion plans and market projections. Actual results may differ materially from those projected.