COACHWISE FINANCIAL SOLUTIONS, INC.

Overview

Coachwise Financial Solutions, Inc. is a boutique advisory firm focused on fee-based portfolio management for individuals and small businesses. The firm favors liquid public markets, with a clear tilt toward equities delivered primarily through exchange‑traded instruments. Its client base is individual and family accounts, and the firm charges fees as a percentage of assets under management. Coachwise is not positioned as an ESG or pension consultant and does not operate as a multi‑state adviser. Investment activity centers on building equity-dominant portfolios supplemented by mutual funds and annuity solutions when appropriate. The firm uses third‑party fund managers to access alternative exposures via fund‑of‑fund structures rather than direct private‑market commitments, suggesting a preference for diversified, manager‑led alternative allocations rather than single-manager private placements.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices