FIDUCIA WEALTH MANAGEMENT

Overview

Fiducia Wealth Management is an independent, owner-operated advisory firm focused on financial planning and discretionary portfolio management for individual and family clients, as well as small business owners. Its advisory model is fee-based, charged as a percentage of assets under management, and the firm concentrates on managed portfolios built primarily from public funds rather than direct security selection. Fiducia does not position itself as an active ESG investor, nor does it operate as a multi-state or pension-focused adviser. Portfolio construction emphasizes core exposure to pooled public funds—mutual funds in particular—supplemented by select third-party alternative real estate vehicles and annuity products when appropriate to client goals. The firm acts as the primary manager for client accounts rather than as a capital allocator to proprietary strategies, preferring externally managed fund solutions for both core and alternative exposures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices