Beyond Profit and Wealth Consulting

Overview

Beyond Profit And Wealth Consulting is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on individual and family clients and combines accounting-related work with advisory services. Its advisory menu includes financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutional clients, and pension consulting services. Fee arrangements are flexible and include a percentage-of-AUM option as well as hourly and fixed-fee engagements. The firm does not position itself as a capital allocator and is not identified as an active ESG investor. It operates as a single-state adviser rather than a multi-state platform.

Assets & Accounts

Investments & Alternatives