Advize Wealth Management

Advize Wealth Management serves individual and high-net-worth clients, offering wealth management, investment management, comprehensive financial planning, and employee benefit plan advisory services through discretionary portfolio management and both ongoing and project-based planning engagements. The firm works with clients across a range of investable assets and may implement portfolios directly or by selecting third‑party managers and model-based solutions.

The firm’s investment approach emphasizes asset allocation and predominantly passive investing, using index funds and ETFs with strategic long‑term targets and tactical adjustments when appropriate. AWM also leverages technology and model marketplaces—including Betterment for Advisors and Altruist—alongside outside managers to deliver automated allocations, rebalancing, and model-driven portfolios.

Noteworthy features for a small, two‑advisor firm managing roughly $68.7 million include participation in referral and platform arrangements (such as the Betterment Advisor Network and Zoe Advisor Network) and the use of multiple custodial platforms, which the firm discloses as part of its business relationships. Although primarily fee‑based, principals are licensed to sell life and health insurance and may receive commissions for those insurance sales; the firm discloses these commissions and states they are treated separately from advisory fees.