myCIO Wealth Partners, LLC is a Comprehensive, Independent and Objective (CIO) financial advisory firm, providing customized financial counseling services to corporate executives, private clients, endowments, trusts, and retirement plans. The firm’s comprehensive and integrated client offering includes asset allocation, investment management, and advice regarding financial, tax, and estate planning, with a unique expertise in corporate executive financial and retirement planning. The firm offers tailored portfolios and strategies designed to meet clients’ overall financial objectives while accounting for risk tolerance and taxes.

The Firm

Founded in 2005, the firm is based in Philadelphia and is led by senior partners David Lees, James Biles, and Paul Bracaglia.





Contact Information

2929 Walnut Street
Suite 1200
Philadelphia, PA 19104

+1 267.295.2280www.myciowp.com

AMG Affiliates

Our Affiliates manage client assets across a diverse range of secular growth areas and are focused on creating value for their clients.