S&S WEALTH MANAGEMENT

Overview

S&S Wealth Management is a limited partnership operating as an independent registered investment adviser (SEC-registered in 2022) that serves individual and family clients. The firm charges fees based on a percentage of assets under management and provides financial planning, portfolio management for individuals and small businesses, and pension consulting services. It is affiliated with an insurance company, which influences product access and distribution (see Annuities below). S&S is not positioned as a capital allocator or multi-state adviser and does not identify as an active ESG investor. Investment activity is centered on discretionary portfolio management: the firm runs mainly managed accounts and relies on third-party managers for alternative exposures. Private funds are a significant allocation within its managed assets, and the firm supplements core equity and fixed income exposures with mutual funds and insurance-wrapped solutions when appropriate.

Assets & Accounts

Investments & Alternatives

Location & Offices