Temperance Wealth Management

Overview

Temperance Wealth Management is a small, independent RIA that takes an active capital allocator role for individual and family clients. The firm combines financial planning with discretionary portfolio management and selection of third‑party managers, and it runs periodic educational seminars and publishes client materials. Fee arrangements include percentage of AUM, hourly charges and fixed fees, allowing flexibility for advisory, planning-only and project work. Investment preferences skew toward equities as the primary risk exposure, with a stated active ESG orientation. The firm uses external managers for alternative strategies and serves as the primary allocator when placing client capital into private equity, hedge funds, real estate, REITs and digital currency exposures. Temperance Wealth Management also maintains relationships with an insurance company as an industry affiliate, which may factor into its planning and risk‑transfer recommendations.

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Location & Offices