Strategic Wealth Management, Built Around You
An ongoing, fiduciary partnership that integrates investment strategy, tax awareness, and long-term planning so your wealth supports your life, not the other way around.
What Wealth Management Means Here
Wealth management at Artemis Wealth Management is an ongoing, fiduciary partnership designed to help you invest intentionally, reduce complexity, and make confident decisions as your life and wealth evolve.
This work goes beyond selecting investments. It integrates portfolio management, tax-aware strategy, and long-term planning into one cohesive approach so your money stays aligned with your goals, values, and future direction.
You’re not handed a generic portfolio or left reacting to market noise. You’re supported by a disciplined strategy and a trusted advisor who helps you stay aligned over time.
Account Types We Support
We manage investments through fee-based advisory accounts, ensuring your personal, business, retirement, and philanthropic assets are aligned within one coordinated strategy.
Individual & Family Accounts
- Traditional IRAs and Roth IRAs
- Taxable brokerage accounts (individual and joint)
- Trust and estate accounts
- Education accounts (529 plans)
- Custodial accounts (UTMA/UGMA)
Business Owner & Employer Accounts
- Solo 401(k) plans
- Small business retirement plans (401(k), 403(b), SEP, SIMPLE)
- Employer-sponsored retirement plans for business owners and nonprofits
- Ongoing plan oversight, investment management, and fiduciary support
- Fee analysis, fund lineup evaluation, and participant education
Values-Aligned Investing
- ESG and values-aligned portfolio strategies available across eligible account types
Charitable & Legacy Accounts
Donor-advised funds and tax-efficient charitable strategies integrated into your overall wealth plan.
Employer-sponsored retirement plans may be managed directly or integrated into your broader wealth strategy, depending on plan structure, fiduciary role, and client needs.
How Wealth Management Fits Into Your Strategy
Financial planning creates the roadmap.
Wealth management is how that plan is implemented, monitored, and adjusted over time.
While financial planning focuses on clarity and decision-making, wealth management provides:
- Ongoing investment oversight
- Disciplined portfolio management
- Proactive, tax-aware adjustments
- Continuous alignment as markets and life change
This is not a one-time service. It’s an ongoing relationship designed to support your full financial picture.
A Fiduciary Relationship Built on Transparency
As fiduciaries, every recommendation we make must align with your best interest, not product incentives, commissions, or sales goals.
Our fee-based advisory model means:
- No product sales
- No commissions
- No hidden incentives
- No pressure to buy
Your strategy is built around your goals, values, and long-term outcomes, with transparency and trust at the center of the relationship.
What Wealth Management Looks Like With Us
Tailored Investment Strategy
Ongoing Monitoring & Adjustments
Ongoing Monitoring & Adjustments
Aligned with your goals, values, and timeline.
Ongoing Monitoring & Adjustments
Ongoing Monitoring & Adjustments
Ongoing Monitoring & Adjustments
Your strategy evolves as markets and life change.
Tax-Aware Decision Making
Ongoing Monitoring & Adjustments
Reduced Emotional Decision-Making
Tax considerations are built into investment and retirement decisions.
Reduced Emotional Decision-Making
Reduced Emotional Decision-Making
Reduced Emotional Decision-Making
A disciplined framework replaces guesswork and reaction.
Less Decision Fatigue
Reduced Emotional Decision-Making
Education at Every Step
Clear structure so you’re not constantly second-guessing.
Education at Every Step
Reduced Emotional Decision-Making
Education at Every Step
You always understand what you own and why.
Our Investment Management Philosophy
We follow a disciplined, research-driven approach that prioritizes long-term strategy over short-term noise.
Our process includes:
- Evaluating investment managers, strategies, and risk frameworks
- Assessing diversification, correlations, and downside protection
- Prioritizing tax efficiency and cost awareness
- Monitoring economic cycles, policy changes, and market conditions
Your portfolio is never selected from a generic list. Every investment decision is aligned with your financial plan, cash flow needs, and long-term goals.
You will always understand what you own, why you own it, and how it supports your strategy.
FAQ: Wealth Management at Artemis Wealth Management
Still have questions? Visit our full FAQ page
Yes. We are fiduciary advisors, which means we’re required to act in your best interest. We’re compensated through a fee-based advisory model, not commissions, so our recommendations aren’t tied to product sales or hidden incentives.
Wealth management is ongoing investment oversight designed to keep your portfolio aligned with your goals. It includes portfolio construction, monitoring, disciplined adjustments, and tax-aware decision support as your life, markets, and priorities evolve.
Financial planning is a separate service. Wealth management focuses on your investment portfolio and ongoing strategy, while still considering your broader goals so decisions stay aligned. In complex situations, planning and wealth management may be coordinated, but they are not the same service.
Yes. Our wealth management minimum begins at $1,000. Minimums can vary based on account type and complexity, and we’ll confirm the best-fit approach during your initial conversation.
Yes—support depends on the plan. For individuals, we integrate your 401(k) or 403(b) into your overall strategy through contribution guidance, tax considerations, and rollover analysis when appropriate. For business owners, we advise on and manage employer-sponsored retirement plans as part of a business wealth strategy.
Your portfolio is monitored on an ongoing basis and reviewed regularly. Adjustments are made as needed based on market conditions, tax considerations, and changes in your goals or life. Meetings are available whenever a decision or transition comes up.
Ready for an ongoing Wealth Management relationship?
If you’re looking for a long-term partner to help manage complexity, guide investment decisions, and keep your strategy aligned as life evolves, we should talk.
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