Linden Wealth Management LLC

Linden Wealth Management LLC provides investment management and financial planning to individuals (including high-net-worth clients), trusts, estates, charitable organizations, and small- to medium-sized businesses. Services are offered on a discretionary or non-discretionary basis and are billed as a percentage of assets under management, a common fee arrangement among independent advisers.

The firm’s investment process is grounded in Modern Portfolio Theory and strategic asset allocation, using a risk questionnaire and Kwanti analytics to build diversified portfolios that favor low-cost ETFs and mutual funds while accommodating individual securities. Tax-aware practices are integrated into portfolio management — including semi-annual rebalancing, opportunistic tax-loss harvesting, and asset-location optimization — and the firm will include alternative investments and private equity for accredited or qualified investors when appropriate.

Noteworthy features for a single-advisor practice include managing roughly $88 million on a discretionary basis while providing complimentary financial planning to existing clients, and drawing on the principal’s prior senior roles at major broker-dealers and advanced finance education to shape its processes. The firm recommends a major custodian for brokerage and custody services and, by policy, does not vote client proxies, leaving proxy voting and related shareholder actions to clients.