Wealth Ease Wealth Management

Wealth Ease Wealth Management provides ongoing portfolio management, financial planning, and pension consulting to individuals, high‑net‑worth individuals, and pension/profit‑sharing plans and generally charges asset‑based advisory fees for its ongoing services. Offerings include written Investment Policy Statements, coordination of estate‑planning services (including use of a third‑party platform), income tax planning coordination, and optional management of self‑directed brokerage accounts for plan participants.

The firm typically manages client assets on a discretionary basis, documents goals and risk tolerance in client Investment Policy Statements, reviews accounts monthly, and delivers quarterly custodial reporting. Its investment process combines charting, fundamental, and technical analysis and may employ long‑ and short‑term trading, options, margin, and short‑sale strategies, while recommending a range of securities including equities, mutual funds, ETFs, REITs, annuities, and private placements.

Noteworthy features disclosed in the brochure include that a firm representative is a licensed insurance agent and the firm recommends and coordinates insurance products and annuities, which can generate commission compensation and are identified as potential conflicts of interest. The firm also maintains a paid license to a third‑party estate‑planning platform, arranges tax return preparation for clients meeting an AUM threshold at no additional cost (compensating the accountant), and requires use of specified custodians, all of which affect how referrals, research access, and service delivery are handled.