Puente Wealth

Puente Wealth provides fee‑only investment management and financial planning primarily for individual and high‑net‑worth clients, offering both ongoing and project‑based planning alongside discretionary portfolio management. The firm charges percentage‑of‑AUM advisory fees and conducts traditional portfolio management for individuals while also advising on employer plans, cash flow, estate, insurance, and tax planning as part of comprehensive financial plans.

Investment decisions are guided by an individualized investment policy and asset‑allocation process and may combine passive and active vehicles, third‑party model portfolios, and Outside Managers. The firm documents discretion to trade client accounts, uses model marketplaces available through custodians, and explicitly offers customized direct indexing and tax‑managed equity strategies (including long/short tax‑managed approaches and completion portfolios) implemented via third‑party managers or platforms.

Compared with many small independent advisers, the firm is newly formed and reports no assets under management to date, operates with a small staff rather than as a solo practitioner, and discloses the principal’s unrelated outside business activity. It also accepts clients who contact the firm from outside the United States (including U.S. persons living abroad) and has added multiple institutional custodians and model sources to its platform, reflecting a broader operational setup than is typical for a start‑up adviser of this size.