Proprietor Wealth Management Inc.

Proprietor Wealth Management provides discretionary investment management and ongoing financial planning to individuals, their trusts and estates — including high‑net‑worth clients — and, on occasion, institutional investors. Services include tailored investment policy development, account‑level portfolio implementation, and advice about private investment funds for qualified investors.

The firm follows an evidence‑based, long‑term approach grounded in Modern Portfolio Theory, constructing globally diversified portfolios of asset‑class funds with deliberate factor tilts and fixed‑income allocations to moderate volatility. Portfolios are managed at the individual account level with tax‑efficient rebalancing and access to institutional‑class funds and select Dimensional Fund Advisors strategies through a qualified custodian.

Noteworthy distinctions include a concentrated client base with substantial assets under management per client, which corresponds with a highly individualized implementation and oversight model. The firm emphasizes access to institutional share classes and direct private fund opportunities for suitable investors while operating as a fee‑only fiduciary that requires clients to use a qualified custodian for execution and custody.