Onyx Wealth Management, LLC

Onyx Wealth Management provides discretionary asset management, ongoing financial planning, and standalone financial planning and consulting to individuals, high‑net‑worth clients, trusts, non‑profits, small businesses and estates. Services include portfolio construction and monitoring as well as regular planning reviews that address cash flow, insurance, retirement, tax and legacy matters.

The firm’s investment approach combines fundamental security analysis with modern portfolio theory to construct diversified portfolios and uses discretionary trading authority to implement and rebalance accounts, with account reviews at least quarterly and planning meetings at least twice a year. Onyx requires use of a particular custodial platform that supplies integrated account and trading tools, and it processes fee deductions and uses third‑party standing letters of authorization as part of its operational practices.

Noteworthy features relative to many peers include a recently established practice with a small client base and modest assets under management, and a policy of providing complimentary ongoing financial planning for clients who meet an internal asset threshold. The firm does not vote client proxies (clients receive proxies directly from custodians and may request assistance), discloses potential soft‑dollar benefits associated with its custodian relationship, and maintains a formal Code of Ethics and periodic personal‑trading and supervisory reviews.