July 15, 2025
Dear Friend:
This fall, Noesis turns 30. It is a moment that invites both reflection and celebration — not only for what we have achieved as a firm, but also for the lasting relationships that have shaped our journey.
When Noesis was founded in 1995, we had a vision: to offer personalized, independent financial advice rooted in deep understanding, discipline, and trust. The financial world has changed dramatically since then. Technology has transformed how we work, markets have become more global and complex, and client needs have evolved. Yet our mission has remained constant: to be your trusted financial partner, grounded in a commitment to helping you achieve your unique goals.
Our growth over the past three decades has been both steady and deliberate. From a small but determined U.S.-based team, we expanded to Europe, opening a licensed office in the Netherlands and establishing a presence in Spain. We have welcomed new advisors, analysts, and operations professionals, while continuing to work alongside colleagues who have been with us for over 20 years.
This continuity is something we deeply value. It reflects the strength of our culture and the shared values that connect our team. At the core of everything we do is a commitment to relationships — with each other and with you, our clients and friends.
You: The Foundation of Our Story
Our success would not be possible without you. Whether you have been with us for three decades or three months, we consider you part of the Noesis family. Over time, we have come to know your stories, your loved ones, and your goals. We are proud to be more than just wealth managers; we have also become a part of your family. Many of you have entrusted us not only with your own financial future but also with that of your children, grandchildren, extended family members, and friends. Some of you have moved across borders, changed careers, or started new chapters, and we have moved with you.
We are privileged to work with clients across generations, industries, and geographies. From Boca Raton to Taiwan, Amsterdam to Antigua, we have grown alongside you. In many ways, this anniversary is as much yours as it is ours.
We are also grateful for our longstanding relationship with Charles Schwab & Co., Inc., a trusted custodian that has safeguarded our clients’ assets throughout the years. Their support, guidance, and collaboration have been instrumental to the growth and success of Noesis, and along the way, we have made lasting friendships with Schwab team members across the country.
You’re Invited: A Celebration in Boca Raton
To mark this milestone, we are excited to announce a 30th anniversary reception in Boca Raton, Florida, on Thursday, November 13, 2025. This evening will celebrate the people and partnerships that brought us here and raise a glass to the years ahead.
We hope you will join us for this special event. More details and formal invitations will follow, but we encourage you to save the date.
A Story Worth Sharing: Our 30-Year Anniversary Book
To commemorate this milestone year, we have been working on a book.
The book, which we plan to unveil during our anniversary celebration this fall, offers an in-depth look at our evolution as a firm: how we began, how we have grown, and where we are headed. More than a story, it reflects the enduring values and principles that have guided us every step of the way.
Much of the book is drawn from past Noesis newsletters. Over the years, we have written more than one hundred of them (find our first one below). These writings capture key moments in time: how we responded to market shifts, how we approached global events, and how we remained disciplined through volatility and change. We curated many of these moments into a cohesive narrative that illustrates who we are and what we stand for.
We are proud of the consistency in our philosophy, and we look forward to sharing it with you.
A New Look: Introducing Our Redesigned Website
Anniversaries are also a time to look ahead. With that in mind, we have been hard at work on a redesigned Noesis website that will launch later this summer.
The new site will reflect who we have become as a firm: international in scope, seasoned in perspective, and always client focused. It will feature a cleaner layout, simplified navigation, and refreshed content that better showcases the Noesis of today. Whether you are exploring our family office support, cross-border expertise, or investment philosophies, we hope you will find it intuitive and informative.
We will notify you once the new website is live and welcome your thoughts once you have had the chance to explore it. As always, feel free to share it with friends or family who might benefit from our services.
A Reflection: The Past Five Years
In our 25th anniversary newsletter from October 15, 2020, we looked back on Noesis’ journey over the years – from a small firm with a clear vision to one serving families and individuals around the world who have since become trusted partners and friends. Along the way, we navigated the bursting of the dot-com bubble, the shock of 9/11, the 2008 “Great Recession,” and the European debt crisis, each event reinforcing our belief that discipline, not reaction, is the path to long-term success.
Now, five years later, we celebrate 30 years — and the story continues to evolve.
The world has experienced many significant events since 2020. A global pandemic reshaped daily life and disrupted markets. Geopolitical conflicts from Ukraine to the Middle East added volatility and complexity to our investment landscape. U.S. elections, shifting interest rates, and tariffs have tested investor resilience. Yet through it all, we have remained anchored in the same core principles that have defined Noesis from day one: long-term discipline and a commitment to stewardship of client wealth.
These past five years have reaffirmed that while the headlines may change, the importance of long-term thinking does not. We have deepened our capabilities, extended our global reach, welcomed new colleagues, and remain committed to delivering tailored solutions for each client we serve.
Looking Ahead with Gratitude and Purpose
As we enter our 30th year, we are filled with humility and gratitude for the trust you place in us, the conversations we have shared, and the futures we continue to build together. We are also energized by what lies ahead: new opportunities, new relationships, and new ways to bring financial peace-of-mind with even greater depth and care.
From all of us at Noesis, thank you for being such an essential part of our story. Here’s to the next 30 years and beyond.
Warm wishes,
Nico Letschert, Jaclyn Letschert-Boschetti, and Andreina Garcia Muller