ARDROSSAN Wealth Management, LLC

Ardrossan Wealth Management provides personalized wealth management and financial planning services to individuals, high‑net‑worth families, trusts, and estates. The firm offers portfolio management and financial planning and may propose investments including ETFs, mutual funds, individual equities and bonds, REITs, options, and—only for qualified clients—private alternative funds.

The firm’s investment approach emphasizes fundamental analysis and a long-term buy‑and‑hold strategy, with occasional use of covered‑call writing to generate income. Services are delivered on a non‑discretionary basis—each trade requires client approval—and accounts are reviewed at least quarterly; the firm generally sets a negotiable account minimum (commonly $250,000).

Noteworthy features relative to peers include the firm’s explicit financial planning offering and its stated willingness to serve both non‑high‑net‑worth and high‑net‑worth individual clients, which is less common among firms without active SEC‑registered advisors. The firm is newly formed, operates with a sole investment adviser representative who combines prior financial‑services and outside business experience, requires custody at Charles Schwab (and receives attendant platform services), and does not itself act as a private fund adviser while still recommending private funds to qualified investors.