1650 Wealth Management

Investment ManagementFlorida, United States0-1 Employees

1650 Wealth Management is an independent, private wealth management firm located in Lauderdale by the Sea, Florida.  We specialize in creating and implementing custom, comprehensive and sophisticated investment management strategies, designed to grow and protect your wealth, while employing tax minimization strategies.

We are fee-only, independent wealth management firm possessing nearly 20 years of investment management expertise providing credentialed, objective and transparent investment counsel, with a fiduciary duty.  We serve high net worth individuals, families, professionals, business owners, executives, retirees, foundations and endowments, providing exceptional, comprehensive, personalized service.  We are dedicated to building long-term relationships with our clients.

As an independent, private wealth management firm, our clients financial needs come first.  We work for you on a fee-only basis.  We do not sell products, nor are we compensated by sales commissions.  We receive no financial incentives to utilize one investment vehicle over another, unlike larger institutions. We are committed to your success.

 We invite you to schedule a 60 minute complimentary consultation to discuss your financial objectives.  Call or email us today to schedule your no-obligation consultation at 1-800-658-9560 or contactus@1650wealth.com We look forward to meeting with you!

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