Cone Wealth Management

Overview

Cone Wealth Management LLC operates as a small, independent registered investment adviser owned by an individual. The firm provides fee-based financial planning and discretionary portfolio management to individual and family clients as well as some institutional relationships. Its advisory offerings include portfolio management for individuals and small businesses, pension consulting services and the selection of other advisers, and the firm also functions as an insurance broker. Cone describes itself as a capital allocator, which aligns with its use of third‑party managers and external fund allocations. The firm is not identified as an active ESG investor and does not report multistate adviser status.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices