MILAGRE WEALTH MANAGEMENT, INC.

Overview

Milagre Wealth Management, Inc. is an independent, individual‑owned registered investment adviser focused on financial planning and discretionary portfolio management for individual and family clients and small businesses. The firm uses a fee‑based model charging a percentage of assets under management and concentrates its investment activity on publicly traded equities—primarily exchange‑traded instruments—positioning equities as the core of client portfolios. Advisory services emphasize customized planning alongside managed portfolios, with an emphasis on liquid, tradable instruments rather than a turnkey lineup of proprietary products. The firm is not an active ESG investor and does not operate as a capital allocator or pension consultant. Advisory work is conducted on a discretionary basis, indicating portfolio decisions are handled by the firm within client mandates rather than through a purely advisory or advisory‑only relationship.

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