Monere Wealth Management, INC.

Monere Wealth Management provides a comprehensive suite of financial advisory services, including customized portfolio management, mutual fund and exchange-traded fund advisory programs, and retirement and estate planning. Operating primarily as an investment advisor with roots dating back to 2014, Monere Wealth Management tailors its investment strategies to individual client goals, risk tolerances, and time horizons. The firm offers several specialized advisory programs—such as client-directed accounts, advisor-managed accounts, and outside professional manager programs—utilizing Pershing LLC as its primary custodian and clearing firm. In addition to managing investments, Monere Wealth Management assists clients with retirement planning, education savings strategies, risk management, and insurance solutions. The firm serves a diverse client base consisting largely of individuals and high-net-worth families, alongside pension plans, charitable organizations, and corporate businesses.