Overture Wealth Management

Overview

Overture Wealth Management is a small, independent registered investment adviser that works primarily with individual and family clients. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, and publishes periodic client communications. It operates on a fixed-fee model and identifies as an active ESG investor, which suggests environmental, social and governance factors are incorporated into its investment choices and manager selection. Ownership is held by an individual, and the adviser focuses on straightforward wealth-management relationships rather than institutional pension consulting or multi-state advisory networks. Given the firm's size and client base, its investment approach leans toward accessible, liquid vehicles and third-party managers rather than large-scale direct private-market commitments. The business emphasizes personalized planning and model-based portfolio construction delivered through a single custodial platform, with communication and periodic publications used to convey strategy and market views to clients.

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Location & Offices