PONTE VEDRA WEALTH

Overview

Ponte Vedra Wealth is an independent registered investment adviser owned by an individual that combines financial planning, portfolio management for individuals and small businesses, and pension consulting with accounting capabilities. The firm’s client base spans individual and family clients as well as institutional relationships, and its primary fee arrangements are a percentage of assets under management and hourly charges. Investment activity centers on public funds and mutual funds as the core allocation, supplemented by targeted use of alternative exposures—commodities, digital currency and oil & gas—along with corporate debt for income-oriented allocations. Ponte Vedra Wealth does not identify as an ESG-focused manager, is not a capital allocator, and operates without multistate adviser registration.

Assets & Accounts

Investments & Alternatives

Location & Offices