Resolute Wealth Advisor, Inc.

Resolute Wealth Advisor serves a mix of individual investors—including high‑net‑worth clients—and institutional plan sponsors, providing discretionary and non‑discretionary portfolio management, written financial planning, and consulting for trusts, charitable organizations, corporations and employer‑sponsored retirement plans. The firm reports approximately $293.8 million in assets under management, three advisors and roughly 796 client relationships, and initiates advisory engagements with a signed Investment Management Agreement.

The firm documents client profiles and investment plans and implements portfolios across cash, mutual funds, ETFs, individual bonds and equities, and, when appropriate, alternative investments, rebalancing based on market views and client objectives. RWA also uses third‑party platforms and programs—such as Envestnet’s Fund Strategist Portfolios for model-based strategies and Tamarac for reporting—and provides both ERISA 3(21) advisory and 3(38) discretionary manager services for retirement plan sponsors, including participant education and fiduciary monitoring.

Noteworthy features in the brochure that distinguish Resolute from many peers include its work with employer plan sponsors and reported state/municipal government clients and its explicit disclosure that some investment adviser representatives act as licensed insurance agents, creating potential conflicts the firm documents and manages. The brochure also describes firm capabilities that go beyond basic wealth management—facilitating Schwab Pledged Asset Lines, enrolling clients in Envestnet overlays where appropriate, and integrating institutional reporting technology—which together reflect a combination of plan‑level fiduciary services, insurance‑related activities, and institutional operating infrastructure less common among similar supported firms.