Our Story

1650 Wealth Management

Wall Street was named after the 12 foot protective wall that Dutch colonists built in the early 1650’s.

1650 Wealth Management is named in recognition of the year 1650, when Dutch colonists began constructing a 12 foot protective wall -the New Amsterdam palisade- to protect their colony.  The street running alongside this protective wall, was Dutch named “de Waal Straat”, which we know today as Wall Street, home of the world’s largest stock exchange.

As a symbol of both protection and trade, the New Amsterdam palisade represents our firm’s mission:

To Protect and Grow Our Clients Wealth. 

As an Independent, Fee-Only, Registered Investment Advisory firm, 1650 Wealth Management is committed to a culture that puts our clients interests first.  We are structured to provide complete transparency, objective investment solutions and one-on-one, custom servicing. With nearly 20 years of wealth management experience, we are invested in your success and dedicated to building long-term client relationships.  Our board certified team invests their own wealth, right-along side that of our clients.

WE ARE INDEPENDENT.   Being an independent, boutique firm you can be assured our recommendations are free from corporate mandates or sales commissions.  We do not have stockholders to answer to, nor are we confined to a limited set of investment options.  As an independent firm, we have the freedom to select the best investment vehicles, across thousands of investment products and companies, to find the right solutions to meet our clients’ personal goals.

WE ARE FEE-ONLY.   As a fee-only firm, your success is our success.   Our clients are assured complete TRANSPARENCY in the management of their accounts.   Unlike larger brokerage firms,  we do not sell investment products, nor are we compensated by sales commissions or individual trades.  There are no hidden fees or surrender charges.  We receive no financial incentive in recommending one investment vehicle over another.   We also do not accept referral compensation for recommending a third party service.  We only receive a management fee for managing your account, so you can be confident that your success is our success.

WE ARE A FIDUCIARY FIRM.   As a Registered Investment Advisory firm, regulated by the State of Florida, we have a legal obligation – fiduciary duty– to put our clients interests first.  By definition, a fiduciary is legally obligated to act in the best interest of their client and they avoid conflicts of interest. Many so-called “financial advisors” or “retirement specialists”,  do not work under a fiduciary responsibility.  They may hold various licenses, but if they sell products and receive sales commissions, their best interests may not be aligned with yours.  At 1650 Wealth Management, we put our fiduciary responsibility in writing.