Holbrook, NY Office

InCred Wealth Inc. provides investment advisory and consulting services to a range of clients, including high net-worth individuals, qualified purchasers, accredited investors, pension and profit-sharing plans, trusts, small businesses and corporations. Like many peers, it offers portfolio management for individuals and charges fees based on a percentage of assets under management, and it also provides project-specific general and institutional consulting.

The firm’s client process begins with developing a Financial Profile and an Investment Plan and implements strategies on a discretionary or non-discretionary basis, generally favoring a long-term approach while permitting shorter-term trades when appropriate. Its methods emphasize fundamental analysis and diversification across mutual funds, private funds, and individual equities, and the brochure notes that tax efficiency is not a primary management focus unless otherwise agreed in writing.

InCred is distinguished by its group structure and product affiliations: it is owned by InCred Capital entities, lists numerous international affiliates, and sponsors alternative private funds (including the InCred Credit Opportunities Fund and InCred Growth Partners Fund – I), while an affiliated broker-dealer, InCred Securities, is in the FINRA application process — features that are uncommon among similar supported firms. The adviser is newly formed with a small advisory team and reported no assets under management as of August 25, 2026, which may affect how it draws on affiliates, sub‑advisors and third-party relationships as it builds client business.