WealthLogic

WealthLogic is a fee-only registered investment adviser that provides wealth management and comprehensive financial planning to individuals, including high-net-worth clients. The firm advises on portfolios composed mainly of mutual funds, ETFs, U.S. government and municipal securities, and coordinates with third-party professionals such as attorneys, accountants, and tax advisors as part of its service offering.

The firm’s investment process is grounded in modern portfolio theory and asset-allocation principles, relying largely on passive vehicles to construct diversified portfolios tailored to each client’s risk tolerance and objectives; the adviser typically manages accounts on a discretionary basis and accepts reasonable, client-imposed restrictions. Financial planning services cover a broad range of areas — cash flow and debt management, retirement and college savings, estate planning, risk management and tax planning — and the adviser will participate in meetings with outside professionals when requested by the client.

Operational features that distinguish the firm include use of an institutional custodial platform (with access to the custodian’s research and support services), a policy of executing trades on an individualized rather than aggregated (block) basis, and a practice of relying on custodian-provided statements for reporting rather than producing separate firm-generated performance reports. The firm’s principal holds CFP® certification and, in certain cases, the firm may cover a client’s individual tax return preparation cost when the client uses a recommended CPA and otherwise meets the firm’s advisory criteria.