Voyage Wealth Management LLC

Overview

Voyage Wealth Management LLC is a small, independent registered investment adviser that focuses on financial planning and portfolio management for individuals, families and small businesses. The firm runs a fee-for-service model that includes a percentage-of-AUM component alongside hourly and fixed-fee engagements, allowing for both ongoing advisory relationships and project-based planning work. Investment activity is equity‑centric: the firm's reported preference is for publicly traded equities, implemented largely through exchange‑traded vehicles. Voyage supplements core equity exposure with third‑party mutual funds and allocations to external alternative investment managers to broaden diversification and access strategies that are less correlated with the equity markets. The adviser does not identify as an ESG investor and operates from a single state (not registered as a multi‑state adviser).

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices