BUTTON & BUTTON WEALTH MANAGEMENT LLC

Overview

Button & Button Wealth Management LLC is a small, independent registered investment adviser organized as an LLC and owned by an individual. The firm serves both individual and family clients as well as institutional relationships, delivering financial planning, portfolio management for individuals/small businesses and for businesses or institutions, pension consulting services, and the publication of client-focused material. Compensation is a mix of a percentage of assets under management and hourly charges, and the firm lists an affiliation with accounting professionals as part of its business network. Investment activity shows a clear tilt toward fixed income: US government bonds represent the single largest holding on the books. At the same time, the firm has the capacity to access a broad set of alternative strategies — including hedge funds, real estate, commodities, private credit and oil & gas — and uses traditional vehicles such as mutual funds, annuities and corporate debt to build diversified portfolios. Most client mandates appear to be managed on a non-discretionary basis, which points to an advisory model focused on client-directed decisions rather than full discretionary portfolio authority.

Assets & Accounts

Investments & Alternatives

Location & Offices