Filigree Wealth Advisors, LLC

Filigree Wealth Advisors provides discretionary investment management and standalone financial planning and consulting to individuals (including high‑net‑worth clients), as well as trusts, estates, retirement plans and business entities. The firm implements client strategies through in‑house portfolio management and by selecting third‑party money managers when appropriate.

The firm constructs portfolios that can include individual equities, fixed income, mutual funds and ETFs, options and private investments, and emphasizes asset allocation alongside a “source of returns” analysis that evaluates compensated forms of risk such as leverage and illiquidity. The brochure discloses that Filigree may employ margin borrowing in brokerage accounts and uses both long‑ and short‑term trading horizons depending on client objectives.

Filigree’s disclosure materials discuss the use of past performance and technical analysis and note the limits of such approaches, and the firm’s materials also include advertised performance results and hypothetical performance scenarios — practices that are atypical among comparable supported firms. The brochure also highlights a wider set of planning services than is typical for similarly sized advisers (including corporate and tax planning, cost segregation, real estate analysis and lines‑of‑credit evaluations) and describes coordinated use of third‑party managers in client implementations.