Stuart, FL Office
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Wealth Effects
Team
Firm-wide stats for Wealth Effects
About
Wealth Effects provides discretionary wealth management, financial planning, and investment management to individuals, high‑net‑worth clients, trusts, estates, retirement plans, and businesses. The firm also offers retirement plan advisory services, including investment policy design, participant education tracking, and ERISA 3(21) investment oversight alongside its individual portfolio services.
The firm employs a mix of fundamental and technical analysis to construct primarily long‑term portfolios built from individual stocks, ETFs, mutual funds, bonds and option contracts, while making shorter‑term trades as needed for rebalancing or cash requirements. Accounts are generally managed on a discretionary basis with regular reviews, and the adviser discloses use of derivatives (including options) in separately managed accounts for hedging and strategy implementation.
Noteworthy for a team of its size, Wealth Effects operates 11 offices and manages roughly $472 million for about 596 clients, a multi‑office footprint that is uncommon among similar team firms. The firm also maintains an institutional relationship with a major custodian that provides software and operational benefits, and some advisory personnel are licensed insurance professionals who may earn commissions from insurance sales; both arrangements are disclosed as potential conflicts of interest.
Based on Wealth Effects
Expertise
Based on Wealth Effects
Location
Stuart FL
Advisors at this office
1
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