WEalthetic LLC

WEalthetic LLC works with individuals (including high‑net‑worth clients), trusts, estates, charitable organizations and business entities, offering asset management, comprehensive portfolio management that incorporates financial planning, and standalone financial planning and consulting. Portfolios and plans are customized to client goals and may include individual stocks, bonds, ETFs, options, mutual funds and other public and private securities, with ongoing monitoring and rebalancing.

The firm emphasizes individualized strategy construction informed by a broad set of analytical methods — including fundamental, technical/charting, quantitative, cyclical and sector analysis — to guide asset allocation and security selection. Tactical, strategic and core‑satellite approaches are used as appropriate, and the firm may employ options, short‑term trades or other active strategies when consistent with a client’s objectives and risk tolerance.

Unlike most solo independent advisers, WEalthetic also provides portfolio management to institutional and corporate clients (corporations, LLCs and similar entities) in addition to individuals, and offers corporate‑oriented services such as corporate and personal tax planning, cost segregation studies, corporate structure review and real‑estate analysis. The firm’s representatives are also licensed to offer insurance products, a relationship disclosed in the brochure as creating potential conflicts that the firm seeks to manage.