My Wealth Management, Inc.

MY Wealth Management, Inc. provides asset management, financial planning and consulting, and retirement plan consulting to individuals (including high-net-worth clients), trusts, pension and profit-sharing plans, and business entities. Portfolios are constructed from individual stocks, bonds, ETFs, mutual funds and other public and private securities, and the firm offers an initial complimentary financial planning session to assess retirement expectations.

The firm describes its role as a fiduciary and typically manages client accounts on a discretionary basis, tailoring strategies to each client’s objectives, risk tolerance and time horizon and monitoring and rebalancing portfolios as needed. MY Wealth uses a mix of fundamental, technical, quantitative and qualitative analysis and employs both long- and short-term trading approaches; it may use margin and discuss cryptocurrency ETF exposures in limited circumstances.

While a small share of supported peers sponsor wrap-fee programs, MY Wealth explicitly states it does not participate in or place client assets into wrap-fee programs and provides investment management directly. The firm is a small adviser team (two advisors managing roughly $179 million in total AUM), requires clients to use its recommended custodians (Schwab or Altruist) without permitting outside directed brokerage, and discloses that some representatives are licensed insurance agents — factors that bear on custody, execution and potential conflicts of interest.