Consolidated Wealth Management

Overview

Consolidated Wealth Management operates as a corporation focused on serving individual and family clients with financial planning and portfolio management for individuals and small businesses. The firm is owned by an individual and bills clients on a fixed-fee basis. In practice the firm combines advisory work with distribution of other financial products and maintains an affiliation with a broker‑dealer. The firm’s stated investment orientation favors equity exposure and its filings do not indicate an active ESG investing stance.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices