PARITER WEALTH MANAGEMENT GROUP LLC

Overview

Pariter Wealth Management Group LLC is a small, privately owned advisory firm that focuses on fee-based financial planning and discretionary portfolio management for individuals, families and small institutions. The firm operates as both an advisory practice and a broker-dealer, and its service mix includes financial planning, portfolio management for individuals and small businesses, selection of other advisers, pension consulting support, and client education through seminars and workshops. Pariter charges standard percentage-of-assets fees for managed relationships and also offers hourly billing for planning or consulting engagements. Investment activity centers on public funds and mutual funds as the backbone of client portfolios, supplemented by targeted allocations to alternative vehicles when appropriate. Pariter is not an active ESG investor, and it does not describe itself as a multi-state or newly formed adviser. The firm appears oriented toward personalized relationships given its small client count and concentrated asset base.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices