Fletcher Wealth Management, Inc.

Fletcher Wealth Management, Inc. provides investment advisory and financial planning services principally to individual clients, including high‑net‑worth individuals. The firm offers discretionary portfolio management (including sponsorship of a wrap fee program), financial planning, and investment access to mutual funds, equities, fixed income, ETFs (including precious‑metal ETFs), real estate funds/REITs, commodities, annuities and private placements.

The firm’s investment approach combines charting, fundamental, technical, cyclical and quantitative analysis and can employ long‑term investing, short‑term trading and options strategies tailored to client circumstances. Fletcher Wealth Management trades on a discretionary basis, uses Interactive Brokers as its primary custodian, and receives third‑party research (soft‑dollar benefits) from that custodian.

Distinctive features include acting as sponsor and portfolio manager of a wrap fee program—a relatively uncommon arrangement for a solo independent adviser—and operating with a small client roster (about a dozen clients and roughly $6.2 million in assets under management). The brochure also discloses that clients may not impose values‑based investment restrictions, the firm does not accept commissions or performance‑based fees, and its use of less liquid or higher‑risk instruments (private placements, commodities, options) and receipt of soft‑dollar research are identified as potential sources of conflicts and risks.