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 supports your goals, values, and future vision.
You’re not handed a generic portfolio or left to react to market noise. You’re supported by a disciplined strategy and a trusted advisor who helps you stay aligned through every stage of life.
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, structure, 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 built 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 — not a generic model.
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.
Account Types We Support
We manage a wide range of advisory accounts to support different goals, life stages, and planning needs, including:
- retirement accounts and employer plan rollovers
- taxable brokerage accounts
- trust and estate accounts
- education and custodial accounts
- values-aligned and ESG strategies
Your workplace retirement plan (401(k) or 403(b)) is also integrated into your broader strategy through contribution guidance, tax considerations, and rollover analysis when appropriate.
This ensures your entire financial life works together — not in separate silos.
FAQ: Wealth Management at Artemis Wealth Management
Here are answers to some of the most common questions clients ask about working with us. You can explore more details on our full FAQ page.
Yes — we act as fiduciaries and always put your interests first. We are fee-based, not commission-driven, ensuring your plan is built around your goals, not product sales or hidden incentives.
Wealth management includes ongoing investment management, tax-efficient strategies, portfolio monitoring, and strategic guidance that supports your full financial picture. Your investments and long-term goals are reviewed regularly to ensure everything stays aligned.
Wealth management includes strategic investment management and guidance that supports your full financial picture. However, comprehensive financial planning is a separate service unless specifically bundled into your advisory relationship.
Yes. Our wealth management minimum begins at $1,000, making it accessible for first-generation wealth builders and individuals who are just starting their investment journey.
Yes. While we do not directly manage employer-sponsored plans, we help integrate your workplace retirement account into your broader strategy, including contribution planning, tax considerations, and evaluating whether a rollover may make sense during employer transitions.
Your plan and investments are reviewed regularly, with additional meetings available anytime your life, income, or goals change. You always have ongoing access and support.
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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Securities and advisory services offered through LPL Financial, a registered advisor. Member FINRA, SIPC. The LPL Financial Registered Representative associated with this site may only discuss and/or transact securities business with residents of the following states: CA, AR, FL, GA, IL, LA, MD, MI, MO, NC, NY, OK, RI, SC, TX, WA
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