Wealth Science Advisors LLC

Wealth Science Advisors primarily serves individuals and families, including high-net-worth households, through discretionary investment management and financial planning. The firm’s services include portfolio management, standalone planning and consulting, a Reservoir Cash Flow System™, lending and banking advice, household budgeting and concierge/family office functions, and tax return preparation offered through an affiliated accounting entity.

WSA’s investment approach integrates a proprietary psychological profiling tool, Finprint™ (patent pending), and a Money Happiness™ framework with asset-allocation principles drawn from modern portfolio theory, implementing mutual funds, ETFs and separate account managers. Portfolios are managed on a discretionary basis with periodic reviews (typically one to two meetings per year) and the ability for clients to impose written restrictions on management.

Compared with many peer team firms, WSA operates from nine offices and manages approximately $558.7 million for about 273 clients with eight advisors, a multi-office footprint that is uncommon for its peer group. The firm’s network of affiliated entities (including Wealth Science Tax, Wealth Science Family Office, Wealth Science Research Labs, and related publishing and analytics companies) and offerings such as pledged-asset loan arrangements, family-office bill-pay services, and the Reservoir Cash Flow System extend its services beyond what typical team advisory firms provide.