MONEYWISE, INC.

Overview

Moneywise, Inc. is an independent registered investment adviser that focuses on financial planning and portfolio management for individual and family clients. The firm’s activity centers on managing discretionary portfolios across pooled public funds and mutual funds, using a traditional advisory model rather than acting as a capital allocator. Fee arrangements are flexible and include percentage-of-AUM billing alongside hourly and fixed-fee engagements, which supports both ongoing wealth management relationships and project-based planning work. Investment preferences skew toward liquid, manager-run solutions: core exposure appears to be implemented through mutual funds and other public pooled vehicles, supplemented by fixed income instruments and insurance-based products where appropriate. The firm does not identify itself as an active ESG investor and is not set up as a multi-state or pension consultant adviser; its client focus remains individuals and families rather than institutions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices