Able Wealth Management Solutions LLC

Able Wealth Management Solutions LLC provides investment advisory and financial planning services to individuals (including high net‑worth clients), pension and profit‑sharing plans, charitable organizations, and businesses, offering portfolio management, comprehensive financial planning, and employee benefit plan services. The firm reports approximately $31.7 million in discretionary assets under management across about 77 client relationships.

AWMS develops individualized investment policies and implements a blend of passive and active strategies, using fundamental, technical, cyclical, and charting analysis to set asset allocation and security selection. The firm may use third‑party managers and model portfolios (including a technology‑driven model provider, XY Investment Solutions), and manages accounts on a discretionary basis while offering subscription, fixed‑fee, and hourly planning engagements.

Noteworthy features include sponsorship of a wrap fee program and the provision of institutional portfolio management and pension consulting to plan sponsors — services that are relatively uncommon for independent advisors of this size. The firm also provides ongoing employee benefit plan advisory work and assists clients in selecting and monitoring outside managers, creating an advisory mix that extends beyond the typical retail‑focused solo practice.