MAKE WAY WEALTH MANAGEMENT

Overview

Make Way Wealth Management is an independent registered investment advisory firm organized as an LLC that focuses on individual and family clients, with services extending to small businesses. The firm acts as a capital allocator: it builds portfolios using third‑party managers in addition to in‑house planning and portfolio management. Advisory services include comprehensive financial planning, discretionary portfolio management for individuals and small businesses, and the selection and oversight of other advisers. Make Way Wealth Management also operates as an insurance broker, which it integrates into client planning where appropriate. Fee arrangements are flexible and include percentage‑of‑AUM billing, hourly charges and fixed fees.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices