Weston Wealth Advisors, LLC

Weston Wealth Advisors, LLC provides investment supervisory services and financial planning to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, corporations, and families, managing roughly $27.0 million in discretionary assets for about 20 clients. Services include ongoing portfolio management with written Investment Policy Statements, selection of third‑party managers (including use of the AssetMark platform), and fixed‑fee or hourly financial planning.

The firm generally acts on a discretionary basis, documenting client goals and risk tolerance in an Investment Policy Statement and implementing strategies that include model mutual fund and ETF portfolios, as well as long‑ and short‑term trading informed by charting, fundamental, technical, and cyclical analysis. Weston Wealth also provides implementation for accounts not held in its custody (notably 401(k) accounts and HSAs), using an order management system to pursue tax‑efficient asset location and opportunistic rebalancing.

A distinctive operational feature is that the principal is also a licensed insurance agent who operates an affiliated insurance agency (Weston Wealth Strategies), a relationship disclosed in the brochure and one that can result in commissionable insurance sales. The brochure also discloses fee‑sharing arrangements with third‑party managers, potential business‑development allowances and fee reductions related to the AssetMark platform, the firm’s receipt of soft‑dollar research, and a requirement that clients use the firm’s recommended custodian — all material points to consider relative to many peer independent advisers.