Birath Wealth Management, LLC

Birath Wealth Management serves individuals (including high‑net‑worth persons), trusts, estates, corporations, and municipal/government organizations by providing ongoing discretionary portfolio management and integrated financial planning at no additional fee. The firm prepares a client‑specific Investment Policy Statement to document goals, tax considerations, time horizon, and risk tolerance and will recommend third‑party managers when appropriate.

The investment process emphasizes fundamental analysis and asset allocation, implemented across mutual funds, equities, bonds, ETFs, REITs, and government securities, using both long‑term and short‑term trading strategies. Clients commonly grant discretionary trading authority, receive at least quarterly account reviews and written reports, and have financial plans that are updated and monitored on an annual basis.

A distinctive aspect disclosed in the brochure is the firm’s affiliation with accounting services: a firm principal also practices as a certified public accountant and provides seasonal accounting work, a relationship the firm acknowledges can create potential conflicts of interest. The firm also discloses arrangements to refer clients to third‑party portfolio managers for which it receives a fee split and states it will disclose and manage those conflicts within regulatory limits.