Virtuoso Wealth Management

Overview

Virtuoso Wealth Management operates as a sole proprietorship that combines advisory services with insurance brokerage. The firm emphasizes equity-oriented investing and acts as a capital allocator, directing client assets into externally managed strategies when appropriate. Its advisory work centers on financial planning and the selection of other advisers, suggesting a role that can include recommending third-party managers rather than running large in-house sleeves. The firm charges a mix of asset-based fees and hourly rates and does not characterize itself as an active ESG investor. It is not set up as a multi-state adviser or a pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices