Loyal Wealth Management LLC

Overview

Loyal Wealth Management LLC is an independent registered investment adviser focused on delivering financial planning and discretionary portfolio management to individuals, families and small-business owners. The firm’s investment approach leans toward capital preservation and income generation, with a clear tilt to fixed-income instruments. Loyal Wealth favors direct, managed allocations to high-quality corporate bonds as the backbone of client portfolios while supplementing core exposures with mutual funds and targeted alternative real estate positions. Advisory services are delivered on a fee basis that combines a percentage of assets under management with hourly billing for planning or consulting work. Loyal Wealth does not identify as an ESG investor and operates from a single-state footprint. The firm is not structured as a capital allocator or a multi-adviser platform; instead it manages client portfolios directly and uses third-party managers where specialist alternatives exposure is required.

Assets & Accounts

Investments & Alternatives

Location & Offices