Schooner Wealth Management

Overview

Schooner Wealth Management operates as a small, independent registered investment adviser focused on individual and family clients. The firm offers financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its fee model combines a percentage of assets under management with hourly charges, which indicates flexibility for both ongoing portfolio oversight and discrete planning engagements. Investment activity leans toward pooled public vehicles rather than individual-stock concentration. The firm identifies as an active ESG investor, suggesting it incorporates environmental, social and governance criteria into fund selection or portfolio construction. As an owner-operated, single-office RIA, allocation decisions are likely made by a compact advisory team rather than through a large institutional committee.

Assets & Accounts

Public Holdings

Location & Offices