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Artemis Financial Services
Home
About
FAQ
Services
  • Financial Planning
  • Wealth Management
  • Insurance Solutions
  • Giving With Purpose
  • Business Wealth Strategy
  • Speaking and Workshops
Your Wealth Library
  • Podcast
  • Events
Client Stories
Contact
Client Portal
More
  • Home
  • About
  • FAQ
  • Services
    • Financial Planning
    • Wealth Management
    • Insurance Solutions
    • Giving With Purpose
    • Business Wealth Strategy
    • Speaking and Workshops
  • Your Wealth Library
    • Podcast
    • Events
  • Client Stories
  • Contact
  • Client Portal
  • Home
  • About
  • FAQ
  • Services
    • Financial Planning
    • Wealth Management
    • Insurance Solutions
    • Giving With Purpose
    • Business Wealth Strategy
    • Speaking and Workshops
  • Your Wealth Library
    • Podcast
    • Events
  • Client Stories
  • Contact
  • Client Portal
Two women collaborating happily on a laptop in a bright, stylish workspace.
Strategic Wealth Management, Built Around You

 Wealth building isn’t about guessing — it’s about having a partner who understands your goals, tax strategy, and long-term vision. Our disciplined, research-driven process supports your entire financial life. 

Start Building Your Wealth

A Fiduciary Relationship — Built on Transparency & Trust

You deserve to know exactly how your advisor operates. As fiduciaries, every recommendation we make must align with your best interest — not ours, not the industry’s, not product manufacturers.

We operate on a fee-based model, not a commission structure, which means:


  • No product sales
     
  • No hidden incentives
     
  • No commissions
     
  • No pressure to buy anything
     

Your plan is built around your goals, values, and long-term outcomes — with full transparency and ethical standards at the center of our work.

Real Wealth Building Isn’t About Googling or DIYing

Many people try to build wealth using Google searches, fragmented advice, or financial tips meant for someone else’s life. But wealth isn’t created through guessing, hoping, or piecing together random strategies.


Real wealth building requires a structured process — one that considers your goals, your tax situation, your future lifestyle, and the financial systems you’re navigating.


You deserve more than trying to DIY one of the most important parts of your life.
You deserve a partner who helps you make decisions with clarity and confidence.

Who We Serve

Artemis Wealth Management supports individuals and families who want a strategic, empowering approach to managing and growing their wealth.


We serve:


  • Women seeking clarity, confidence, and a trusted financial partner
     
  • Marginalized communities who deserve access to the strategies the system rarely provided
     
  • First-generation wealth builders navigating investment decisions for the first time
     
  • High-income earners and high-asset households wanting advanced investment strategy and tax-aware planning
     
  • Clients experiencing transitions — inheritance, divorce, career shifts, business changes, or new financial responsibilities
     
  • Entrepreneurs and business owners building long-term stability and scalable wealth
     

No matter where you're starting, our wealth management approach gives you structure, education, and strategy — so you can invest with confidence and purpose.

What Wealth Management Looks Like With Us

Tailored Investment Strategy

Reduce Emotional Decision-Making

Reduce Emotional Decision-Making

 Build a tailored investment strategy aligned with your goals, values, and timeline. 

Reduce Emotional Decision-Making

Reduce Emotional Decision-Making

Reduce Emotional Decision-Making

Use data and long-term strategy to minimize emotional investing. 

Integrated Tax Planning

Reduce Emotional Decision-Making

Integrated Tax Planning

Integrate tax planning into your investment and retirement strategy. 

Reduce Decision Fatigue

Stay Aligned Through Life Changes

Integrated Tax Planning

Reduce decision fatigue with a structured process you can rely on.

Stay Aligned Through Life Changes

Stay Aligned Through Life Changes

Stay Aligned Through Life Changes

Stay aligned through life changes with continuous monitoring and adjustments.

Understand Every Step

Stay Aligned Through Life Changes

Stay Aligned Through Life Changes

Understand every part of your financial plan so you feel confident and empowered. 

Our Investment Management Philosophy

We follow a disciplined, research-driven process that prioritizes long-term performance, tax efficiency, and strategic decision-making.


Your portfolio is constructed and monitored using a comprehensive due diligence process, including:


  • Reviewing hundreds of portfolio managers and investment strategies
     
  • Evaluating performance consistency, risk methodology, and investment philosophy
     
  • Assessing fees, diversification, correlations, and downside protection
     
  • Prioritizing tax efficiency, including tax-loss harvesting when appropriate
     
  • Monitoring shifts in market conditions, economic cycles, and policy changes
     
  • Aligning every investment decision with your financial plan and cash flow needs

Your portfolio is never chosen from a generic list — it is built intentionally, using research, data, and strategy that reflects your goals.


We believe in:


  • Long-term discipline over short-term noise
     
  • Evidence-based strategy
     
  • Education, transparency, and clarity
     
  • Adjusting your plan as your life evolves
     

You always understand what you own, why you own it, and how it supports your long-term goals.

Account Options That Support Your Strategy

We offer a wide range of advisory accounts designed to support different goals, life stages, and planning needs:


  • Retirement Accounts: Traditional IRA, Roth IRA, SEP IRA, SIMPLE IRA
     
  • Employer Plan Rollovers (when transitioning between employers)
     
  • Brokerage Accounts (individual and joint)
     
  • Trust Accounts
     
  • Education Accounts: 529 Plans, Coverdell ESAs
     
  • Custodial Accounts: UTMA/UGMA
     
  • Values-Aligned / ESG Options available across several account types
     

Your workplace retirement plan (401k/403b) is also integrated into your broader strategy through contribution guidance, tax considerations, and evaluating whether a rollover may make sense during employer transitions.


This ensures your entire financial life works together — not in separate silos.

FAQ: Wealth Management at Artemis Wealth Management

Visit our full FAQ page for more information 

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 to Build Wealth With Intention?

Your goals deserve a long-term strategy backed by clarity, structure, and an experienced advisor in your corner. 

Schedule Your Consultation

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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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