Caird Family Wealth Management

Overview

Caird Family Wealth Management is an independent, individual-owned LLC that provides fee-based wealth management and financial planning to individuals and families. The firm runs a discretionary portfolio practice, managing client accounts primarily on a percentage-of-assets fee model. Investment activity centers on public pooled vehicles — chiefly mutual funds — deployed across client portfolios held at a major retail custodian. The adviser does not identify as an active ESG investor and does not appear to operate across multiple states or as a pension consultant; its advisory scope is focused on individual and small-business clients. Caird Family Wealth Management’s staffing and ownership structure position it as a boutique RIA that relies on custodial platform capabilities rather than being a capital allocator or an allocator to external alternative managers. Advisory services explicitly listed are financial planning and portfolio management tailored to individuals and small businesses.

Assets & Accounts

Investments & Alternatives

Location & Offices