Runey & Associates Wealth Management

Runey & Associates Wealth Management provides discretionary portfolio management and integrated financial planning to individual and high‑net‑worth clients. The firm manages roughly $90.8 million across about 151 client relationships and generally charges asset‑based fees.

Investment advice is centered on ETF‑focused model portfolios and strategic asset allocation, with recommendations tailored to clients’ time horizons, liquidity needs and risk tolerances. The firm typically manages accounts on a discretionary basis, performs ongoing monitoring, and implements tax‑aware rebalancing and asset‑location strategies, including management of held‑away retirement and HSA accounts through an order‑management system.

Distinctive features include retirement‑planning workshops and seminars for prospective clients and small‑business 401(k) participants—events that generally carry a nominal fee which is donated to the hosting college or university. Senior staff hold industry credentials (CFA, CFP, CPA) and have prior experience in investment banking and private equity, and the firm leverages third‑party tools (Pontera for held‑away account management and AdvicePay for subscription billing) to support its advisory processes.