1823 Wealth Management LLC

1823 Wealth Management provides discretionary investment management and financial consulting to individuals, high‑net‑worth families, trusts, estates, charitable organizations, businesses and qualified/pension plans, and also accepts institutional clients. Financial planning is included at no additional cost for investment management clients, and the firm offers plan-level services such as investment policy statements, performance monitoring, and enrollment meetings.

The firm constructs customized portfolios using a strategic asset-allocation framework and a proprietary methodology, aligning allocations with each client’s objectives, risk tolerance and time horizon while monitoring and rebalancing on an ongoing basis. It draws on multiple methods of analysis — including macroeconomic, fundamental, quantitative, qualitative and technical approaches — and, with client approval, may use limited margin or options strategies to address liquidity or hedging needs.

Compared with many small independent advisers, 1823 provides qualified plan consulting and may act in ERISA fiduciary capacities (including potential 3(21)/3(38) roles) and conducts educational seminars and participant workshops on topics such as diversification, asset allocation, risk tolerance and time horizon. The firm manages approximately $8.76 million across about 30 client relationships, combining these institutional and retirement-plan services with individualized, discretionary portfolio management.