ABUNDANT WEALTH STRATEGIES

Overview

Abundant Wealth Strategies is a fee-based wealth advisory firm organized as a limited liability company and owned by an individual principal. The firm serves a mix of individual, family and institutional clients and positions itself as a capital allocator that combines financial planning with discretionary portfolio management and selection of outside advisers. Its business model blends percentage-of-AUM fees with hourly charges, which supports both ongoing portfolio oversight and project-based planning work. Investment activity centers on public mutual funds for core exposure while supplementing portfolios with third-party alternative managers in real estate. The firm does not report active ESG investing as a practice and does not operate as a pension consultant or multi-state adviser. Service capabilities emphasize financial planning, portfolio construction for individuals and small businesses, and the ability to hire or oversee outside managers when client needs require specialized strategies.

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Investments & Alternatives

Location & Offices