Networth Asset Management, Inc

Overview

Networth Asset Management, Inc. operates as an independent, owner-run registered investment adviser focused on individual and family clients. The firm charges fees as a percentage of assets under management and positions itself as a capital allocator that builds portfolios using both in-house decisions and third‑party managers. Service offerings include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and publication of client materials — and it maintains broker‑dealer registration activity and insurance brokerage capability that enable placement of insurance‑based products. Investment preferences emphasize discretionary portfolio management across traditional pooled vehicles and customized account structures. The adviser is not an active ESG investor and is organized to serve a client base concentrated on individuals and families rather than institutional pension clients. Its business model and stated industry affiliations — including relationships with other investment advisers, a law firm, and an insurance company — point to a focus on integrated planning and execution where insurance and advisory solutions are coordinated alongside investment management.

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