Waverley Wealth Management LLC

Waverley Wealth Management provides investment advisory and financial planning services to individuals, high‑net‑worth clients, trusts, estates, charitable organizations and business entities. The firm manages roughly $201 million across about 114 client relationships and offers comprehensive, mostly discretionary portfolio management with fees billed as a percentage of assets under management.

The firm employs both fundamental and technical analysis to build portfolios that can include individual stocks, bonds, mutual funds, ETFs, options and select private or alternative securities, using both long‑term and short‑term purchase strategies alongside cash and cash‑equivalent management. Client accounts are monitored and rebalanced on an ongoing basis, reviewed at least quarterly, and clients receive periodic performance reporting through a client portal while custody and trade execution recommendations are routed to an institutional custodian.

Notably, the firm’s managing member is also a licensed CPA who owns an independent accounting practice that provides income tax preparation and accounting services under separate engagement agreements, a related‑person affiliation the firm discloses and that can allow coordination between tax and investment work. The firm operates with a small advisory team, enforces formal personal‑trading controls (pre‑clearance and quarterly reporting), and maintains a $500,000 account minimum, reflecting a concentrated, compliance‑oriented operating model relative to many peers.