Tomkiewicz Wealth Management

Tomkiewicz Wealth Management, LLC is a registered, fee‑only investment adviser that operates primarily as an investment manager for pooled and institutional assets while also serving a range of clients — including individuals (both non‑high‑net‑worth and high‑net‑worth), pension and profit‑sharing plans, charitable organizations, and businesses. The firm provides discretionary wealth management and investment management services and includes financial planning as part of its AUM‑based advisory engagements rather than as a standalone offering.

The firm’s investment process blends fundamental and technical analysis within a Modern Portfolio Theory framework, using both passive and active vehicles (mutual funds, ETFs, and individual securities) to build asset allocation targets tailored to client goals and risk tolerance. Portfolios are generally managed with a long‑term orientation (positions typically held a year or longer), with the adviser exercising discretionary trading authority and conducting quarterly reviews.

Distinctive features relative to many peers include a modest, single‑manager scale — managing roughly $1.06 million in discretionary assets and having been formed and registered in 2025 — coupled with the uncommon practice among institutional‑focused managers of accepting individual and high‑net‑worth clients and bundling financial planning at no additional fee for wealth management clients. The firm does not charge performance‑based fees, recommends Charles Schwab for custody and execution, and leaves proxy voting to clients, which may be relevant for clients who prefer direct control over shareholder votes.