WEALTH MANAGEMENT

Overview

Wealth Management is an independent registered investment adviser that serves both individual and institutional clients. The firm leans heavily on pooled public funds and mutual funds as its primary investment vehicle, while offering a broad advisory menu that includes financial planning, portfolio management for individuals and businesses, pension consulting, and educational content such as newsletters and workshops. Fee arrangements are flexible, spanning percentage-of-AUM billing as well as hourly and fixed-fee engagements, which supports both ongoing wealth management relationships and project-based work. The firm is not positioned as an ESG-focused allocator and reports advisory activity across a range of traditional wealth services. Its business model emphasizes delegating manager selection to third-party fund managers for alternative exposures and relying on mutual funds for core public-market allocations. That blend supports both mass-affluent clients and larger institutional mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices