Semus Wealth Partners, LLC

Semus Wealth Partners provides personalized investment advisory and financial planning services to individuals (including high-net-worth clients), families, family offices, trusts, estates, private foundations, endowments, businesses and retirement plans. Services include discretionary portfolio management across a broad range of public and private securities, tailored financial planning engagements (hourly or fixed-fee), and access to independent managers and insurance products.

The firm emphasizes a planning-first, customized approach — assessing risk tolerance, tax considerations, liquidity and long-term objectives before designing diversified portfolios intended for long-term ownership. Semus Wealth manages $262,660,482 in discretionary assets and implements strategies that can include mutual funds, ETFs, closed-end funds, individual equities and fixed income, options, structured notes, alternative investments and manager-of-manager allocations.

Distinctive aspects of the firm include sponsorship and management of the Semus Wealth Partners Wrap Fee Program, an arrangement that bundles advisory and brokerage services under a single annualized fee, and an unusually large discretionary asset base relative to its advisory headcount. Additional noteworthy features are the firm’s high minimum relationship threshold (with waivers available) and the fact that some advisory personnel are licensed insurance agents, which the brochure discloses as a potential source of additional compensation.