TARGETED WEALTH SOLUTIONS

Overview

Targeted Wealth Solutions is an independent registered investment adviser operating as a limited liability company that serves both individuals/families and institutional clients. The firm’s advisory work centers on financial planning and discretionary portfolio management across private clients and small businesses, plus pension consulting and educational workshops. Its business model combines traditional AUM-based fees with hourly and fixed-fee engagements, allowing for both ongoing portfolio management relationships and project-based planning work. Investment emphasis tilts strongly toward equities: the firm shows a clear preference for exchange-traded securities and ETFs as the primary building blocks of client portfolios. It is not an active ESG investor. Service offerings indicate the firm supports a range of client needs from day-to-day portfolio implementation to advisory consulting for institutions.

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Public Holdings

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Location & Offices