FOGARTY WEALTH MANAGEMENT, INC.

Overview

Fogarty Wealth Management, Inc. is an independent registered investment adviser focused on fee-based planning and portfolio management for individuals, families and small businesses, with additional work for institutional clients. The firm offers comprehensive financial planning alongside discretionary portfolio management and pension consulting services. Fee arrangements include percentage-of-assets, hourly charges and fixed fees, giving flexibility in how clients pay for advice. Investment implementation favors pooled public-market vehicles: public funds and mutual funds make up the single largest slice of the firm’s invested assets. Fogarty Wealth Management supplements those core allocations with third-party alternative managers in select real-asset and energy-oriented strategies. The firm does not operate as a capital allocator or run proprietary private funds; instead it sources external managers for alternative exposures and uses annuity solutions where appropriate for income or retirement needs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices