Kerberrose Wealth Management, LLC

KerberRose Wealth Management serves individuals (including high‑net‑worth clients), trusts, retirement plans, pension and profit‑sharing plans, corporations, partnerships, and other legal entities with investment management, financial planning, tax and estate planning, selection of third‑party money managers, and institutional retirement advisory services. The firm offers discretionary and non‑discretionary portfolio management and typically charges asset‑based fees for managed accounts.

The firm’s investment process is built around asset‑allocation models grounded in modern portfolio theory, using quantitative optimization, third‑party managers, mutual funds, ETFs, individual equity and fixed‑income securities, and limited use of options or leverage where appropriate; KerberRose also uses third‑party software and Monte Carlo analysis for planning and ongoing monitoring. For planning clients it offers hourly, fixed‑fee, and subscription arrangements, provides tax planning and preparation services for clients with $1 million or more in assets under management, and operates an American Funds Service Company platform for smaller retirement accounts.

KerberRose combines advisory services with several industry affiliations that differentiate it from many peers: certain managers and staff are registered representatives of APW Capital, Inc., some personnel are licensed insurance agents and may receive commissions on insurance or brokerage sales, and the firm is affiliated with an accounting firm (KerberRose SC) and a retirement plan administration affiliate (Retirement Plan Partners). Those relationships enable integrated tax, accounting, insurance, and retirement‑plan administration offerings and support an emphasis on serving sponsors of qualified and public retirement plans, but they also create potential conflicts of interest that the brochure discloses and for which clients are not required to use affiliate services.