CALVERT WEALTH MANAGEMENT, INC.

Overview

Calvert Wealth Management, Inc. is an independent registered investment adviser that began SEC registration in 2020 and is owned by an individual principal. The firm serves individual and family clients, offering financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting. Calvert leans heavily on third-party managers and widely available pooled vehicles rather than operating as a direct capital allocator; its practice emphasizes packaged public funds and mutual funds while incorporating targeted alternative exposures where appropriate. Investment strategy tilts toward managed, diversified portfolios with explicit ESG integration — the firm identifies as an active ESG investor and uses ESG-aware sleeves or funds as part of its allocation toolkit. Fees are flexible and include a percentage-of-AUM component along with hourly and fixed-fee arrangements for planning or consulting work. Calvert’s model supports both ongoing discretionary management and project-based advisory engagements.

Assets & Accounts

Investments & Alternatives

Location & Offices