Neville Wealth Management

Neville Wealth Management provides discretionary and non‑discretionary portfolio advisory and general financial planning services to a compact client base that includes high‑net‑worth individuals, trusts, foundations, charitable organizations, and other institutional or corporate entities. The firm reports about $18.96 million in assets under management across roughly a dozen client relationships and generally imposes a $500,000 account minimum for advisory engagements.

The firm’s investment process centers on strategic asset allocation, developing written investment policy statements, manager selection and implementation, tax‑lot accounting, and ongoing performance monitoring and reporting. Security analysis incorporates fundamental, technical, and cyclical methods, and the firm may recommend separate account managers, option strategies, and alternative investments (including hedge funds, private equity, direct real estate, and structured notes) when suitable.

What is distinctive relative to peers is the explicit focus on institutional and fiduciary work — including trustee consultation, pension consulting, and services to endowments and not‑for‑profit entities — areas that are less common for similarly sized independent advisers. The firm also highlights access to alternative investment managers and uses institutional custodial services (including Schwab institutional access) while stating it does not accept third‑party commissions, concentrating its assets across a limited number of client relationships.