SUCRE'-VAIL WEALTH ADVISORS

Overview

Sucre'-Vail Wealth Advisors is an independent registered investment adviser that serves individual and family clients. The firm operates primarily as a non-discretionary manager and capital allocator: it provides financial planning, portfolio management for individuals and small businesses, pension consulting and selection of other advisers. Fee arrangements are flexible and include a percentage-of-AUM component as well as hourly and fixed-fee engagements. Public filings show a clear tilt toward equities as the core building block of client portfolios. Exchange-traded equities are the single largest asset class the firm uses, and the adviser supplements that equity base with pooled products and third-party alternative managers. Sucre'-Vail does not position itself as an ESG specialist and is structured as a single-state, individually owned RIA.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices