Exceptional Wealth & Family Office was built with a long-term vision: to deliver institutional-quality thinking with a deeply personal, multi-generational approach.
That vision continues to expand with the addition of Beth Walker, Emma Haman, Paul Bishop CFP®, and Marni Vivian, previously of Walker Wealth.
This strategic alliance reflects a deliberate investment to build a transformational team – deepening the bench with new perspective, expertise, and operational excellence to continue serving complex families across generations, life stages, and preferences.
- Beth Walker, Family Wealth Director serves clients with precision and care; where every interaction reflects the depth of service our clients deserve.
- Emma Haman, Wealth Strategist reinforces our client experience capabilities, bringing analytical rigor to streamline efficient execution of the tailored strategies that align with the needs of our complex families.
- Paul Bishop, Wealth Strategist brings experienced investment research & financial planning expertise, helping to bridge long-term strategic thinking with practical implementation - an essential balance in helping our client achieve clarity.
- Marni Vivian, Operations Consultant supports our client experience by orchestrating behind-the-scenes client needs and reinforcing the operational disciplines that allows advice to translate into action.
Together, we have expanded our ability to deliver what we believe modern wealth management requires: integrated advice, proactive service, depth of expertise and a consistent solutions-driven client experience with a personal touch.
As complex families and business owners think not only about their own financial future but about the stewardship of wealth across generations, the expertise required by wealth advisors continue to expand. Our team is built with intention, and we bring an orchestrated suite of services tailored to your unique circumstance.
Help us extend a warm welcome to Walker Wealth as they join the Exceptional Wealth & Family Office team.
About Exceptional Wealth & Family Office
Exceptional Wealth & Family Office is a team of professionals serving those who need sound, comprehensive, unconstrained guidance to simplify their wealth, their life and their business(es). We educate, activate, and equip our clients to steward their resources in alignment with the life they desire. We serve clients nationwide and for the long term.
Our Clients Are:
- Multigenerational Families
- High-Capacity Business Owners
- Growth-Minded Indivudials
- Foundations, Endowments, Tax-Exempt Organizations
Advisory services offered through Exceptional Wealth & Family Office, an SEC Registered Investment Adviser. Fixed insurance products and services offered through Exceptional Insurance.
This material has been provided for general informational purposes only and does not constitute either tax or legal advice. Although we go to great lengths to make sure our information is accurate and useful, we recommend you consult a tax preparer, professional tax advisor, or lawyer.