Fiduciary Wealth Partners
Fiduciary Wealth Partners is a multi-family office headquartered in Newton. Founded in 2012 by veteran wealth managers Preston McSwain and Jamie Cornell, the firm grew out of decades of investment-management and private-banking experience rather than a single...
Fiduciary Wealth Partners
Fiduciary Wealth Partners is a multi-family office headquartered in Newton. Founded in 2012 by veteran wealth managers Preston McSwain and Jamie Cornell, the firm grew out of decades of investment-management and private-banking experience rather than a single operating-company exit. It provides integrated investment counseling, family governance support, and risk management to affluent families, trusts, and foundations—guiding multigenerational stakeholders through disciplined portfolio oversight.
General information
Firm type
Multi Family Office
Year founded
2012
AUM
—
Location
Region
North America
Country
—
City
Newton
Corporate office
—
Frequently asked questions
What is Fiduciary Wealth Partners?
Fiduciary Wealth Partners is a multi family office headquartered in Newton.
When was Fiduciary Wealth Partners founded?
Fiduciary Wealth Partners was founded in 2012.
Where is Fiduciary Wealth Partners headquartered?
Fiduciary Wealth Partners is headquartered in Newton, in the North America region.
What does Altss track for Fiduciary Wealth Partners?
Altss maintains an OSINT-verified profile of Fiduciary Wealth Partners covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Fiduciary Wealth Partners's website?
Fiduciary Wealth Partners's public website is www.fwpwealth.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Fiduciary Wealth Partners?
Fiduciary Wealth Partners is classified by Altss as a Multi Family Office within the North America region.
How does Altss source intelligence on Fiduciary Wealth Partners?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Fiduciary Wealth Partners?
Fiduciary Wealth Partners's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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