Patina Wealth

Patina Wealth provides advisory services to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, businesses, and charitable organizations, offering comprehensive financial planning, ongoing portfolio management and investment consultation. The firm also assists small businesses and delivers retirement‑plan services, including discretionary management under ERISA Section 3(38).

The firm’s investment approach emphasizes a long‑term, buy‑and‑hold strategy with periodic rebalancing, informed by fundamental analysis and implemented primarily through mutual funds and ETFs, with selective use of individual equities and fixed income where appropriate. Portfolios are customized to each client’s objectives, time horizon and risk tolerance and may be managed on a discretionary or non‑discretionary basis with clients able to impose reasonable restrictions.

Patina Wealth’s brochure highlights periodic complimentary educational seminars and participant education for plan sponsors—services offered at no charge that are noted as uncommon among peers. The adviser is a small SEC‑registered firm managing roughly $120–129 million with a two‑advisor team, and its disclosures also note that proxy voting is left to clients rather than being handled by the firm.