Piershale Wealth Management, LLC

The firm provides discretionary investment management and a range of financial planning services to individual clients, including ongoing and one‑time planning, tax planning, and hourly coaching. With about 52 clients and roughly $27 million in assets under management, the practice operates as a small, client‑focused advisory rather than a firm concentrated on large high‑net‑worth accounts.

Portfolio construction emphasizes strategic asset allocation grounded in Modern Portfolio Theory and fundamental analysis, with tactical shifts used opportunistically and the ability to include alternative investments and derivatives for diversification. The adviser generally manages accounts on a discretionary basis, performs quarterly account reviews, and maintains a written code of ethics and fiduciary standards consistent with CFP Board principles.

Compared with peers, the firm is notable for combining an extensive planning service menu and specialized tax/estate planning credentials with a modest AUM and single‑advisor operating model, and for disclosing a recent separation from a prior affiliation. It also custodians client assets through Charles Schwab and describes access to a broad set of non‑traditional exposures (including cryptocurrencies and private investments), which is less common among small, state‑registered advisers.