Calisi Wealth Management

Calisi Wealth Management is a small independent registered investment adviser that provides fee‑based discretionary portfolio management and comprehensive financial planning for individuals as well as pension and profit‑sharing plans, trusts, estates, charitable organizations, and business entities. The firm explicitly offers qualified retirement plan consulting and participant fiduciary advice under ERISA in addition to its retail advisory services.

The firm follows a tactical allocation approach and practices custom, discretionary management using fundamental, technical, and cyclical analysis across a broad investable universe, including exchange‑listed securities, ETFs, options, OTC securities, and partnership interests. It may recommend cash positions as hedges, adjust sector weightings, harvest gains or losses, and, when appropriate, refer clients to or use third‑party money managers or TAMP sub‑advisors for model or managed account strategies.

Notable distinctions include a close affiliation with accounting and tax services: the firm’s principal is a licensed CPA who also provides tax, accounting, and business consulting and reports spending a majority of time in those activities, an arrangement the brochure highlights and discloses as a potential conflict. The combination of institutional pension consulting and participant fiduciary advice alongside individualized portfolio management, together with the firm’s written disclosures, separate agreements, and an adopted Code of Ethics to address conflicts, differentiates its service mix from many independent peers.