EN+ WEALTH

Overview

En+ Wealth is a small, independent registered investment adviser that combines financial planning and portfolio management with accounting services. The firm acts as a capital allocator for both individuals and institutional clients, offering multi-fee structures that include percentage-of-AUM, subscription, and fixed fees. Investment activity centers on conservative portfolio construction — cash and cash equivalents represent the single largest asset slice — but the firm also builds exposure to traditional long-only assets and a range of third‑party alternative managers. Advisory services extend beyond one-on-one planning: En+ Wealth manages pooled investment vehicles, selects outside advisers, publishes client communications, and runs educational seminars and workshops. The firm identifies as an active ESG investor and incorporates environmental, social and governance considerations into its selection process and manager due diligence.

Assets & Accounts

Investments & Alternatives

Location & Offices