WEALTH EASE WEALTH MANAGEMENT

Overview

Wealth Ease Wealth Management is an independent, individual-owned RIA that serves both individual/family and institutional clients. The firm blends financial planning, portfolio management for individuals and small businesses, and pension consulting, and also operates as an insurance broker—so its advisory work frequently integrates insurance and annuity solutions alongside investment management. Fee arrangements are flexible: percentage of AUM, hourly, and fixed-fee engagements are used depending on client needs. Investment activity centers on publicly offered funds as the core building blocks of client portfolios, with a material allocation to private market and real asset strategies for clients who can accept lower liquidity. The firm does not characterize itself as an ESG-focused manager. Given the mix of discretionary and non-discretionary mandates, Wealth Ease typically implements centrally managed model strategies for clients who grant discretion while maintaining advisory or execution-only relationships where requested.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices