Resettle Wealth

The firm provides fee-only financial planning and portfolio management services to individuals and high‑net‑worth clients, offering an initial financial planning engagement followed by ongoing investment management. Services described in the brochure include retirement planning and Social Security optimization, business planning, relocation analysis, tax considerations, and advice on investments such as stocks, bonds, mutual funds, ETFs, and cash equivalents.

The firm’s investment process emphasizes a client-specific investment policy developed through personal discussions to establish goals, risk tolerance, and an asset‑allocation target, and it combines passive and active approaches guided by fundamental, technical, and modern portfolio theory concepts. Accounts may be managed on a discretionary or non‑discretionary basis, portfolios can incorporate socially responsible investing preferences, and the firm focuses on longer‑term holdings while monitoring allocation drift and tax implications.

Compared with many peers in the “no active advisors” category, the firm’s model is distinctive in offering an upfront fixed‑fee planning engagement that is applied toward later advisory services and in providing individualized portfolio management for individual clients—both of which are statistically uncommon for firms in this group; the firm also does not act as a private fund adviser. The firm is newly established and led by personnel with institutional asset‑management experience and data‑science training, and at the time of the filing reported no assets under management and no active SEC‑registered advisors, factors that may be relevant to prospective clients assessing operational track record and resources.