Giessel Wealth Advisors

Giessel Wealth Advisors is a fee‑only registered investment adviser that provides investment management and both ongoing and project‑based financial planning to individuals, high‑net‑worth clients, and businesses. The firm advises on a range of investments including stocks, bonds, mutual funds, ETFs, municipal securities, cash equivalents, socially responsible strategies, and limited digital‑asset exposure implemented primarily through indirect vehicles or held as held‑away assets.

The firm’s investment process emphasizes asset allocation and Modern Portfolio Theory, using a mix of passive and active strategies and, when appropriate, recommending independent outside managers and model portfolios available through the Altruist Model Marketplace. Giessel Wealth operates with discretionary authority (subject to client‑imposed restrictions), documents compliance procedures and a Code of Ethics, and requires clients to establish accounts on the Altruist custodial platform for execution and fee billing.

Compared with many very small independent advisers, the firm — though organized with a single registered advisor and newly formed in 2026 with no assets under management at the reporting date — is not presented as a solo practitioner and maintains formal governance controls such as a designated compliance officer, written policies, and outside‑manager due diligence. The brochure also highlights the principal’s background in clinical healthcare and prior small‑business ownership, and the firm recently disclosed adding the use of outside managers as a material change.