LTC Wealth Management, LLC

Overview

LTC Wealth Management, LLC is a small, owner-operated advisory firm that focuses on fee-based portfolio management for individuals and families, with supplementary educational seminars and workshops. The firm’s business model leans toward advisory relationships where clients retain control over their assets: the entire reported asset base is non-discretionary, which suggests hands-on client consent for trades and allocations. LTC Wealth Management does not position itself as a multi-state adviser or pension consultant and does not highlight ESG integration in its investment approach. Investment activity centers on public mutual funds as the core building blocks for client portfolios, with complementary use of annuity products and real estate exposure as alternative allocations. The firm lists an insurance company affiliation, which aligns with the use of annuities and may influence product selection and financial planning solutions. Given the firm’s size and client base, investment decisions appear geared toward straightforward, scalable solutions rather than complex in-house strategies or large private capital commitments.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices