Means Wealth Management

Means Wealth Management provides investment advisory and financial planning services to a range of clients, including individuals (both non‑HNW and high net worth), trusts and estates, non‑profit organizations, corporations and other business entities. The firm also serves qualified employer retirement plans and offers nondiscretionary advice to a pooled investment vehicle (an investment club), and provides standalone exit‑planning engagements for business owners.

The firm manages client portfolios primarily through model portfolios that can be customized to individual circumstances and uses both active and passive strategies, with ongoing monitoring, rebalancing, and periodic market updates and educational materials for clients. Clients receive quarterly written performance reporting via Orion and custodial and execution services are directed to Fidelity and American Funds; advisors may implement more complex strategies (e.g., options) for eligible accounts after suitability review.

Means Wealth has several features that distinguish it from many multi‑team peers: it accommodates accounts limited to a sole investment fund sponsor and discloses that one or more employees are members or owners of a real estate investment vehicle in which clients may also invest. The firm’s client mix and services notably include retirement plan advisory work for employer plans and direct work with pooled vehicles, and its exit‑planning practice (with separate engagement agreements) can lead to subsequent management of assets following a liquidity event.