Attainable Wealth LLC

Attainable Wealth provides personalized, confidential investment advice and financial planning primarily to individual clients, as well as to high‑net‑worth, business, and charitable clients. Services described in the brochure include co‑advisory investment management through a third‑party platform, portfolio analyses, retirement and estate planning, tax and insurance reviews, and public educational seminars and workshops offered without charge.

The firm’s investment process is implemented as a co‑advisor arrangement with Matson Money, using Modern Portfolio and Efficient Market principles to set asset allocation and periodic rebalancing while Matson Money exercises discretionary trading authority. Attainable Wealth does not act as custodian, receives advisory fees remitted by the Matson Money platform, conducts quarterly account reviews, and offers a separate fixed‑fee portfolio analysis service delivered within a stated timeframe.

Distinctive operational features called out in the brochure include the firm’s regular free seminars and workshops and the tri‑party fee/custody arrangement in which Matson Money deducts fees and remits them to the firm. The filing also notes that the firm does not vote client proxies (clients receive their own proxy materials) and reported no assets under management as of the brochure date, details that differentiate its operating model from many small independent advisers.