ABOUT 1650 WEALTH MANAGEMENT
1650 Wealth Management is an independent, private wealth management firm located in Lauderdale by the Sea, Florida. We specialize in working with high-net-worth individuals, business owners, widowers, corporate executives, and retirees, to simplify their financial lives. We take pride in creating and actively managing customize investment portfolios for our clients.
As an independent, private wealth management firm, we have the freedom to select from thousands of investment products and companies. We are free from corporate mandates, meeting sales quotas, and answering to stockholders.
Our fee-only, independent wealth management advisor possess over 20 years of private wealth management experience. As a fiduciary, we are required by law to act in the best interest of our clients at all times.
We work for you on a Fee-Only basis. As an independent, private wealth management firm, we are committed to a fully transparent culture that places your financial interests first. We do not receive sales commissions. We receive no commissions for utilizing one investment vehicle over another. We receive a management fee for managing your account.
As a Registered Investment Advisor (RIA firm), it is out goal to provide our clients with an exceptional, high-touch, boutique experience. We realize that you have many choices when seeking fiduciary financial advisors and we seek to differentiate from other firms with the service we provide.