AGEWISE FINANCIAL INC.

Overview

Agewise Financial Inc. operates as an independent registered investment adviser serving individual and family clients. The firm combines fee-based portfolio management with financial planning and maintains a business role as an insurance broker. Their advisory scope includes discretionary portfolio management for individuals and small businesses and the selection of outside advisers when clients need capabilities beyond the firm’s in-house resources. Agewise presents as a small, capitalization-conscious practice that functions as a capital allocator for its clients. Their fee model mixes percentage-of-AUM billing with fixed fees, which underscores a blend of ongoing asset management and project-based planning engagements. The firm is not positioned as an ESG-focused or multi-state adviser and is not newly formed; governance is held by an individual owner.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices