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, corporate executives and retirees, to simplify their financial lives. We take pride in creating and actively managing custom 401(k), retirement (Roth and Traditional IRA’s), individual and trust accounts, utilizing a disciplined investment strategy designed to grow and protect your wealth, while employing tax minimization strategies.

As an independent, private wealth management firm, we have the freedom to select from a variety of investment vehicles, across thousands of investment products and companies, utilizing only those which best meet your financial goals. We are free from corporate mandates, meeting sales quotas, answering to stockholders and limited investment options, inherent at larger institutions.

Our fee-only, independent wealth management advisor possess over 20 years of private wealth management expertise, providing objective and transparent investment counsel, with a fiduciary duty. As fiduciary advisors, we are required by law to act in the best interest of our clients at all times. Our clients’ have the assurance that our investment strategies are free from conflicts of interest and are always fully transparent and objective.

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 financial incentives to utilize one investment vehicle over another. We simply receive a management fee for managing your account, keeping our interests aligned. Your success is our success.

As a Registered Investment Advisor (RIA firm), we provide an exceptional, high-touch, boutique experience for our clients’ and strive to provide the highest level of private wealth management servicing. You have many choices when seeking fiduciary financial advisors.

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