THE WEALTH CONSERVATORY

Overview

The Wealth Conservatory is an independent registered investment adviser that serves individual, family and institutional clients with a mix of financial planning and discretionary portfolio management. The firm bills using a combination of percentage-of-assets, hourly and fixed fees, and positions public funds as the core building blocks of client portfolios. Investment activity centers on pooled public vehicles—primarily mutual funds—while third-party managers are used selectively for alternative exposures. The adviser does not identify as an active ESG investor and focuses its advisory services on individuals, families and small businesses rather than pension consulting or large institutional mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices