Patina Wealth

Overview

Patina Wealth is an independent, owner-operated RIA that runs a fee-based advisory model focused on financial planning and portfolio management for individuals, small businesses and institutions. The firm combines traditional advisory work — comprehensive financial planning, discretionary portfolio management and pension consulting — with client education through seminars and workshops. Governance is concentrated at the owner level and the adviser does not act as a capital allocator or run pooled funds on its own. Investment positioning is centered on public fund vehicles: mutual funds and similar pooled products serve as the primary building blocks for client portfolios. The firm supplements that core exposure with targeted allocations to alternatives — specifically third-party hedge funds and real estate managers — deployed through external fund structures. Patina Wealth is not an active ESG investor and does not operate as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices