ARMOR WEALTH STRATEGIES, LLC

Overview

Armor Wealth Strategies, LLC is an independent Registered Investment Adviser focused on serving individual and family clients and small-business owners. The firm combines financial planning with discretionary portfolio management and pension consulting for smaller plan sponsors. Investment activity centers on pooled public funds—primarily mutual funds—for core portfolios, with targeted use of private placements and real estate to add return and diversification. Fee arrangements are a mix of percentage of assets under management and fixed fees, which supports both ongoing portfolio oversight and project-based planning work. Armor Wealth Strategies favors third-party mutual funds for beta and manager exposure, while supplementing portfolios with alternative vehicles where appropriate. The firm does not position itself as a multi-state or ESG-focused adviser, and it retains a smaller, concentrated client base that allows for more hands-on relationship management and customized planning.

Assets & Accounts

Investments & Alternatives

Location & Offices