Wealth Engagement

Wealth Engagement provides discretionary and non‑discretionary portfolio management, retirement‑plan consulting, and fiduciary services to individuals (including high‑net‑worth clients), business entities, pension and profit‑sharing plans, foundations, estates, and trusts. The firm offers ERISA‑focused services and can act in either a 3(21) advisory capacity or as a 3(38) discretionary fiduciary for retirement plans.

The adviser employs a tactical allocation strategy using fundamental, technical, and cyclical analysis to tailor portfolios to client risk profiles, utilizing exchange‑listed securities, mutual funds, ETFs, and occasional individual stock recommendations; the brochure also notes use of cash positions as hedges or for risk management. The firm’s disclosures reference margin interest and debit balances, indicating that borrowing/margin activity can occur in client accounts as part of portfolio management.

Distinctive features include a centralized oversight model in which formal account reviews are conducted by the firm’s managing partner, reflecting concentrated client coverage typical of a small adviser team. The firm’s materials and website indicate the use of client testimonials in advertising and note a recent approval to register with the SEC, both of which are less common among similar supported advisers.