EMERALD WEALTH MANAGEMENT, INC.

Overview

Emerald Wealth Management, Inc. is an independent, owner-operated registered investment adviser serving individual and family clients. The firm provides a mix of financial planning and portfolio management for individuals and small businesses, and it also offers pension consulting, adviser selection, and educational workshops. Insurance brokerage is part of the business offering, which aligns with the firm’s use of annuities as a client solution. On the investment side, Emerald favors public mutual funds as its primary vehicle for client portfolios while also acting as a capital allocator that can direct clients into third-party alternative managers. The firm reports allocations to private equity and hedge funds through external managers rather than running in-house alternatives. Fee arrangements are flexible, including percentage-of-AUM, hourly, and fixed-fee engagements, and the practice provides both advisory and non-discretionary services.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices