Performance Wealth

Performance Wealth serves individuals (including high-net-worth clients), trusts, estates, charitable organizations, corporations, and retirement plans, providing discretionary and non-discretionary investment management, comprehensive wealth management, and financial planning services. The firm reports managing over $4 billion in client assets across a multi-advisor team and includes retirement-plan advisory (3(21)) services and a wrap-fee program as part of its service set.

The firm’s investment approach is primarily long-term and portfolio-focused, building diversified allocations using low-cost mutual funds and ETFs while also employing individual stocks, bonds, REITs, options, and alternative investments when appropriate; Performance Wealth uses both fundamental and technical analysis and conducts ongoing monitoring and periodic rebalancing. It also uses third‑party access platforms to manage held-away accounts and sponsors a wrap program that bundles transaction, custody, and administrative costs into its advisory relationship.

Notable departures from many peers include disclosures that Performance Wealth receives performance-based compensation via carried interest from private funds for which it serves as a special administrator, and the firm states it will forgo its wealth management fee for client assets invested in those private funds to address that conflict. The firm’s brochure also discloses the use of predecessor and hypothetical performance in its marketing materials and describes institutional relationships with custodians that provide software, trading, and operational benefits to the adviser.