Remnant Wealth

Remnant Wealth is an independent, fee‑only advisory firm that provides investment management and comprehensive financial planning to individuals and high‑net‑worth clients. Services are offered on both an ongoing subscription basis and as project‑based plans, covering areas such as retirement planning, estate planning, charitable giving, business planning, and tax‑related advice.

The firm constructs tailored investment policies and implements a mix of passive and active strategies, asset allocation, and the use of outside managers or separately managed account (SMA) strategies when appropriate. It also offers values‑based options, including Biblically Responsible Investing, and provides an option to manage held‑away employer retirement accounts through third‑party connection platforms to incorporate those assets into an overall plan.

Notable distinctions include that the firm is newly registered and reported no assets under management at the time of its brochure, and its principals bring experience from larger wealth organizations and nontraditional backgrounds outside finance. The firm requires clients to custody accounts on selected institutional platforms, discloses the commercial relationship and potential conflicts tied to its held‑away service, and does not engage in block trading for client accounts, emphasizing individualized implementation and long‑term portfolio construction.