1650 Wealth Management is an independent, fee-only wealth management firm based in Lauderdale by the Sea, Florida. With over 20 years of experience, they specialize in creating custom investment portfolios for high-net-worth individuals, business owners, retirees, and more, with the goal of simplifying their financial lives and preserving their wealth.
As a fiduciary, 1650 Wealth Management is legally obligated to act in the best interest of their clients, and they do not sell investment products or receive commissions. They offer independent, objective advice and have the freedom to select from thousands of investment vehicles. With a commitment to transparency and a focus on building long-term client relationships, they strive to provide an exceptional, high-touch experience that sets them apart from other financial advisory firms.
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