J.P. Aubry Wealth Advisors, LLC

Aubry Wealth Advisory provides discretionary investment management and financial planning primarily for individual and high‑net‑worth clients, covering retirement planning, estate and tax considerations, cash‑flow analysis, and consulting engagements. The firm charges asset‑based advisory fees for portfolio management and may provide stand‑alone planning on a fixed or hourly basis.

The firm’s investment process blends technical and fundamental research—charting, cyclical, tactical and fundamental analysis—built around an initial asset‑allocation model that uses dynamic weighting and Modern Portfolio Theory to construct model portfolios typically using ETFs, mutual funds and individual equities. Portfolios are managed on a discretionary basis, monitored regularly, and the firm may engage third‑party sub‑advisors when appropriate.

Aubry Wealth Advisory is a newly formed advisor and discloses a dual role that some prospective clients may find noteworthy: the firm’s principal also serves as the Chief Compliance Officer and is a licensed insurance producer who receives commission compensation for insurance product sales. Because the advisor may recommend retirement‑plan rollovers and insurance solutions, clients should expect disclosure of those compensation arrangements and how potential conflicts are managed; the firm also uses integrated digital custody/clearing relationships and does not offer a wrap fee program.