Welcome to Distinctive Wealth Management
We take a holistic approach to investment management. Our advice carefully details the merits of an investment as well as any tax and estate consequences. We strongly believe each client is distinct and thus our decisions are tailored to your personal circumstances and objectives. This process often leads to discussions with CPAs, attorneys, business executives and political leaders to deliver the best overall options.
We owe a fiduciary duty to our investment advisory clients and are held to the best interest standard with our brokerage clients. We are your advocate and will work hard to help you pursue your financial goals. We typically charge a small percentage of your account as an advisory fee and offer a multitude of services and knowledge.