A Smarter, More Intentional Way to Build Wealth

Yes — Artemis Wealth Management acts as a fiduciary in all advisory relationships.

As a fiduciary, we are legally and ethically required to act in your best interest at all times. Our investment recommendations are based solely on your goals, values, time horizon, and risk tolerance — never on commissions, product quotas, or corporate sales requirements. 

Yes — our minimum to open an advisory investment account is $1,000.

This minimum allows you to get started with professional management while maintaining flexibility as your wealth grows. Many clients begin with a foundational portfolio and increase contributions over time. Clients often combine investment management with financial planning for a more comprehensive strategy, but the minimum to open an advisory account is $1,000. 

We manage a wide range of investment accounts based on your goals and stage of life.

Common account types include Traditional and Roth IRAs, SEP and SIMPLE IRAs, taxable brokerage accounts (individual, joint, trust accounts), employer-sponsored plans such as 401(k) and 403(b) plans, and charitable accounts including Donor-Advised Funds. We also offer values-aligned portfolios, including ESG options, for clients who want their investments to reflect their values and priorities. 

We build customized portfolios using professional portfolio managers, model-based strategies, and diversified investment vehicles aligned with your risk tolerance and goals.

Our approach integrates globally diversified portfolios, including ETFs, mutual funds, and Separately Managed Accounts (SMAs) when appropriate. We use institutional research, disciplined risk management, and fiduciary oversight to ensure your portfolio remains aligned with your objectives. Your portfolio is designed to evolve with you as your life and goals change.