Wealth Management Planning

Overview

Wealth Management Planning is a small, individually owned advisory firm that combines portfolio management for individuals and small businesses with insurance brokerage services. The firm runs a fee model based on a percentage of assets under management and focuses its investment activity on publicly traded equities. It does not identify as an ESG investor and is not structured as a multi-state adviser, which suggests a localized, client-by-client approach rather than a broad institutional platform. Given the firm’s mix of services, clients can expect investment portfolios centered on liquid, exchange-listed securities supplemented by insurance products where appropriate. The adviser reports discretionary authority over client accounts, which typically allows it to implement tactical adjustments within client mandates. The firm is not positioned as a capital allocator to external private funds in-house, but it does use third-party managers to access certain alternative exposures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices