Abound Wealth Strategies

Abound Wealth Strategies provides investment advisory and financial planning to individuals (including high‑net‑worth clients), retirement plans, trusts, estates, charitable organizations and other business entities. The firm manages roughly $13.8 million for about 68 clients and offers discretionary and non‑discretionary portfolio management, financial planning, selection of third‑party money managers, and alternative investment advice (including REITs and private placements).

The firm customizes portfolios using a mix of fundamental and technical analysis (including charting and cyclical analysis) and employs tactical and integrated asset‑allocation approaches, ongoing monitoring, and rebalancing; it may also use income‑generating overlays and option strategies where appropriate. Custody and execution are typically handled through a recommended institutional custodian (the firm participates in a Schwab institutional program), and the firm can manage “held‑away” employer retirement accounts via a third‑party connectivity platform (Pontera) to review and rebalance outside accounts.

A notable operational feature is that advisory personnel also act as registered representatives of a broker‑dealer and as licensed insurance agents, meaning securities transactions and insurance product sales may be implemented in separate, commission‑based capacities that are disclosed to clients. The firm also provides pension consulting to plan sponsors and conducts participant education and public seminars — services that the firm highlights in its Form ADV and that are less commonly offered among peers, with related outside‑business activities and potential conflicts disclosed.