Kronos Wealth Management

The firm advises individuals, high‑net‑worth clients, charitable organizations, corporations and retirement plans, offering discretionary portfolio management alongside comprehensive, project‑based and hourly financial planning. Brochure disclosures also describe estate‑document preparation via a third‑party scrivener service and ongoing retainer arrangements for continuous planning support.

Its investment process pairs technical and charting analysis with a largely passive implementation using low‑cost index funds and ETFs, frequently combining multiple rules‑based tactical strategies (for example relative‑strength and supply‑and‑demand trend following). Portfolios are generally diversified across strategies, with attention to tax efficiency in taxable accounts and the option to use fixed‑income, income‑oriented, or inverse holdings when client objectives or market conditions warrant.

Notably, although the firm is a solo SEC‑registered adviser managing roughly $27 million for about 60 clients, it provides pension consulting and ERISA‑regulated services to small‑ and medium‑sized employer plans, including participant education and coordination with third‑party administrators (and potential fee‑sharing arrangements). The brochure also states the firm does not take custody of client assets, provides client access to a portal for account information, and does not vote client proxies.