1650 Wealth Management Employee Directory

Investment ManagementFlorida, United States0-1 Employees

1650 Wealth Management is an independent private wealth management firm based in Lauderdale by the Sea, Florida. The firm focuses on designing and implementing customized investment strategies aimed at growing and protecting client wealth, while incorporating tax minimization approaches. It operates on a fee-only model, providing objective and transparent investment counsel with a fiduciary duty, and does not sell products or receive sales commissions. The client base includes high net worth individuals, families, professionals, business owners, executives, retirees, foundations, and endowments, with an emphasis on building long-term client relationships and personalized service. The company positions itself within the investment management industry as a fiduciary, independent adviser, distinguishing itself from larger institutions byavoiding conflicts of interest related to product sales. A recent note indicates the firm invites potential clients to a complimentary consultation. The address places the company in the Florida region, reflecting its local footprint in Lauderdale by the Sea.

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