Bloomfield, NJ Office

Councilor Wealth provides portfolio management and financial planning to individuals (including high‑net‑worth clients), retirement plans, and not‑for‑profit organizations. The firm advises on mutual funds, ETFs (including precious‑metal ETFs), equities, fixed income, public REITs, TIPS and selected non‑U.S. securities, and manages client accounts on both a discretionary and non‑discretionary basis.

The firm documents each client’s goals and constraints in an Investment Policy Statement and generally implements long‑term strategies using a combination of fundamental analysis, technical analysis, and modern portfolio theory. Councilor Wealth typically seeks discretionary authority for trading and includes financial planning in its advisory services for clients with assets under management, while offering hourly or fixed‑fee planning for others.

Councilor Wealth is 100% owned by the accounting and tax firm Councilor, Buchanan & Mitchell, P.C., and its investment advisors are employees of that parent company, a structure the brochure identifies as creating potential conflicts such as referral compensation by affiliated personnel. The firm also manages client assets in‑house rather than selecting third‑party advisers and discloses there is no account minimum, which may be relevant for clients seeking integrated investment, tax, and accounting services.