49th Parallel Wealth Management

49th Parallel Wealth Management serves a small roster of primarily high‑net‑worth clients and a limited number of institutional or specialized accounts, providing fee‑only investment management and financial planning alongside project‑based services and tax‑preparation support. The firm also works with a notable share of non‑U.S. clients and offers services to address cross‑border needs between the U.S. and Canada.

The adviser establishes investment policies and asset‑allocation targets for each client and draws on a mix of fundamental and technical analysis, modern portfolio theory, and both active and passive instruments to implement portfolios. Portfolios may include individual securities, mutual funds, ETFs, and socially responsible options, and accounts are reviewed on a regular schedule with discretionary trading authority where agreed.

What distinguishes the firm from many peers is its explicit cross‑border capability — an affiliation with a Canadian regulated adviser and a range of Canadian and international tax and reporting services and filing support — and its focus on a small, concentrated client base rather than mass‑market individual accounts. The practice is relatively new and operates as a compact, single‑adviser team that emphasizes tailored, project‑based planning and multi‑jurisdictional financial work.