ASSURITY WEALTH MANAGEMENT

Overview

Assurity Wealth Management is a small, independent registered investment adviser that combines financial planning and portfolio management with insurance and accounting services. The firm appears oriented toward individual and family clients, delivering advisory work through a mix of fee structures (percentage of AUM, hourly and fixed fees). As an insurance broker and accountant, the firm integrates insurance solutions and tax-aware planning into its advisory conversations, which helps explain a visible allocation to insurance-linked products and "other" asset types on its books. The firm manages client relationships on a discretionary basis and does not operate as a capital allocator or run proprietary investment funds. It provides portfolio management for individuals, small businesses and institutions, and also offers pension consulting services. Assurity Wealth Management is not positioned as an active ESG investor and is structured as a single-owner, independent RIA.

Assets & Accounts

Investments & Alternatives

Location & Offices