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Constellation Wealth Advisors, founded in 2009, is an independently owned, SEC-registered investment advisor providing a dedicated, family office–style wealth management experience to clients with com

Constellation Wealth Advisors, founded in 2009, is an independently owned, SEC-registered investment advisor providing a dedicated, family office–style wealth management experience to clients with complex financial needs. Established by Patrick Lafley and John Williams after careers at major financial institutions, the firm was built on a commitment to always act in the best interest of clients rather than the organization. With over $4.5 billion in assets under management, Constellation serves ...

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