Miami, FL Office

Measured Wealth Private Client Group, LLC advises individuals, high net worth clients, families, charitable organizations, pension plans, and other businesses, providing discretionary and non-discretionary portfolio management, financial planning, pension consulting, and estate-planning facilitation through a third‑party technology provider. The firm reports managing roughly $528 million in discretionary assets for about 633 clients and operates with a multi‑adviser team.

Measured Wealth emphasizes continuous account supervision and tailors portfolios using a mix of individual stocks and bonds, ETFs, mutual funds, and cash management, applying quantitative, cyclical, fundamental and qualitative analysis. The firm also documents use of option-writing strategies and margin in client accounts and maintains an ESG model that screens holdings using MSCI, Morningstar Sustainalytics and other third‑party ESG scores.

Noteworthy disclosures in the brochure include the firm’s use of derivatives and borrowing in separately managed accounts and its status as a wrap‑fee program sponsor, along with statements that it advertises hypothetical and performance results and uses endorsements in its advertising—features that are less common among peer team firms. The brochure also details affiliated insurance activities (through an affiliated insurance agency and relationships with an insurance field marketing organization) and participation in Schwab Advisor Services, with attendant economic benefits disclosed as potential conflicts of interest.