1650 Wealth Management is an Independent, Fee-Only, Registered Investment Advisor firm. We specialize in investment management and wealth management solutions for high net worth investors, family trusts, charitable foundations and qualified retirement plans. Our award-winning, expert team of Certified Financial Planners have over 40 years of portfolio management experience.
At 1650 Wealth, our clients needs come first. We work for you on a fee-only basis. Unlike brokerage firms, we are not compensated by commissions and we have no financial incentive to use one investment vehicle over another.
As a Registered Investment Advisor, we are held to a higher fiduciary standard than a brokerage firm, and we are required by law to act in the best interest of our clients at all times and to put the interests of our clients ahead of our own. This allows our clients to be confident that our advice is completely objective and free from conflicts of interest.
