GROUNDWORK WEALTH MANAGEMENT, LLC

Overview

Groundwork Wealth Management, LLC is an independent registered investment adviser owned by an individual and focused on serving individuals and families. The firm emphasizes financial planning, discretionary portfolio management for individuals and small businesses, and client education through seminars and workshops. Its stated fee structure mixes percentage-of-AUM billing with fixed fees, and it does not represent itself as an ESG investor, multi-state adviser, pension consultant, or capital allocator. Investment positioning is straightforward: the firm favors liquid equity exposure, with a clear preference for exchange-traded instruments. Portfolios appear geared toward providing equity beta through separately managed account structures and pooled vehicles such as mutual funds and ETFs, with most client relationships managed on a discretionary basis. The educational and small-business advisory elements suggest an emphasis on working directly with owners and households to align planning and investment implementation.

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Public Holdings

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Location & Offices