Fintech Wealth Management, LLC

Overview

Fintech Wealth Management, LLC is a small, owner-operated advisory firm that runs on a percentage-of-AUM fee model and focuses on portfolio management for individuals, small businesses and institutional/business clients. The firm shows a clear tilt toward fixed-income strategies, with investment-grade corporate bonds forming the largest allocation in client portfolios. It is not positioned as an ESG-focused manager and operates out of a single-state footprint with an insurance-company affiliation that informs some product choices. Advisory activity centers on discretionary portfolio management. Given the firm’s size and stated preferences, the investment approach appears conservative and income-oriented: core bond holdings, selective use of annuity products for guaranteed income or liability management, and access to third-party real estate managers to supplement returns and diversify away from public markets.

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Investments & Alternatives

Location & Offices