Ash Matson Wealth Partners, Inc.

Ash Matson Wealth Partners provides investment advisory services to individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations, corporations, and other business entities, and generally does not require a minimum account size. The firm primarily acts as an adviser and referral source rather than directly implementing client portfolios.

The firm conducts individualized asset‑allocation analysis based on each client’s goals, risk tolerance and financial situation, and it recommends specific third‑party investment advisers after reviewing their materials, performance and fees. Ash Matson monitors recommended third‑party advisers periodically but does not exercise discretionary trading authority or take custody of client assets; clients sign separate agreements with the third‑party managers and receive custodial statements directly.

Distinctive for a team of its size, Ash Matson’s business model centers on selecting and monitoring outside managers and acting as a solicitor for affiliated programs, receiving a portion of third‑party adviser fees and disclosing that representatives may also be licensed insurance agents who earn commissions. The firm also discloses that it does not participate in wrap programs, does not vote client proxies, and has an ownership interest in another registered adviser that it does not recommend to clients.