CS TOMASI WEALTH MANAGEMENT

Overview

CS Tomasi Wealth Management is an independent registered investment adviser that serves individual and family clients as well as small-business owners. The firm delivers financial planning and discretionary portfolio management on a fee basis (percentage of AUM) and has an equity-tilted investment posture. Its filings show a clear preference for liquid, exchange-traded instruments as the primary building block of client portfolios, supplemented by third-party pooled strategies where managers can add non-correlated return streams. Investment activity centers on discretionary management: the firm manages all reported assets on a discretionary basis and allocates manager relationships externally when seeking alternative or hedging strategies. CS Tomasi Wealth Management is not positioned as a multi-state ESG specialist and does not act as a large capital allocator; instead it appears to operate as a classic advisor-driven RIA that blends core equity exposure with selected fund-based alternatives and mutual funds to round out portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices