PIERSHALE WEALTH MANAGEMENT, LLC

Overview

Piershale Wealth Management, LLC is an independent, owner-operated registered investment adviser that serves individual and family clients. The firm provides financial planning and portfolio management for individuals and small businesses and charges clients via asset-based fees, hourly rates, and fixed fees. It does not identify as an ESG-focused adviser, does not act as a multi-state or pension consultant, and is not positioned as a capital allocator to direct private deals; instead it leverages third-party managers for alternative exposure.

Assets & Accounts

Public Holdings

Investments & Alternatives