Voyage Wealth Management, LLC

Overview

Voyage Wealth Management, LLC is an SEC-registered independent advisory firm organized as an LLC and first registered in 2022. The firm focuses on individual and family clients and operates with an owner who is an individual rather than an institutional owner. Voyage combines accounting-related business activity with advisory services, offering portfolio management for individuals and small businesses and the selection of third-party advisers. Fees are charged on a fixed-fee basis. The firm does not position itself as an active ESG investor and is not described as a multi-state adviser. FINTRX flags Voyage as a capital allocator, indicating they place client capital with outside managers in addition to managing in-house strategies.

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Investments & Alternatives

Location & Offices