WEALTH ENGAGEMENT

Overview

Wealth Engagement is an independent RIA organized as an LLC that manages portfolios for individuals, families and a limited number of institutional clients. The firm charges fees as a percentage of assets under management and focuses its advisory work on financial planning and portfolio management for individuals and small businesses. It does not position itself as an ESG investor and is not structured as a multi-state or pension consulting adviser. Implementation is centered on pooled public funds as the core building blocks of client portfolios, with a material allocation to third-party alternative managers. The firm favors a blend of mutual funds and separately managed accounts for core exposures, and uses external hedge funds, real estate vehicles, commodities and oil & gas strategies to add diversification, income or commodity-linked return streams.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices