WEALTH SOLUTIONS, INC.

Overview

Wealth Solutions, Inc. is an independent registered investment adviser that serves individual and family clients, with a focus on financial planning and portfolio management for individuals and small businesses. The firm operates under an individual ownership structure and charges both percentage-of-AUM and fixed fees. It does not position itself as a capital allocator or pension consultant and is not an active ESG investor. Investment implementation favors pooled vehicles: the firm relies heavily on public mutual funds and other collective investment vehicles for core equity and fixed-income exposure. For alternatives, Wealth Solutions, Inc. uses third-party external managers to gain real estate exposure. The firm also incorporates insurance products into client plans where appropriate, using annuities alongside mutual funds to meet income, risk-transfer, and diversification goals.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices