Money Poole...Solutions For Life, LLC

Money Poole...Solutions for Life provides investment management and consulting to a mix of individuals, families, trusts, estates, fiduciaries, charitable organizations, corporations and other business entities. Services include customized portfolio recommendations, personal financial consultations, and business-focused consulting such as budgeting and operational advice.

The firm follows a total-return, primarily equity-based approach that combines fundamental research and technical metrics with a disciplined bottom-up selection process focused on financial strength, earnings predictability and dividend growth; portfolio decisions are made through human direction rather than quantitative models. Accounts are managed on a non-discretionary basis under written investment management agreements, with ongoing recommendations and implementation focused on diversification and client-directed objectives.

Noteworthy features in the brochure include the firm’s explicit use of a held-away account platform (Pontera) to manage assets without taking custody, with the firm absorbing the platform fee rather than passing it to clients, and the ability to recommend selective allocations to external investments such as private equity. The brochure also discloses that, as of December 31, 2025, $15,382,739 of client assets are managed on a non-discretionary basis, and the firm combines investment management with business consulting services that some similarly sized advisers do not typically offer.