Artizan Wealth

Artizan Wealth Management manages investment portfolios and delivers personalized financial and business planning services for individuals, families, and business owners. The firm builds portfolios using a combination of fundamental analysis and modern portfolio theory, focusing on low-cost, passive funds alongside selected active managers and diversified asset classes like real estate. In addition to managing investments, Artizan Wealth provides holistic financial planning covering retirement, cash flow and debt management, college savings, employee benefits, estate planning, insurance, tax strategies, and charitable giving. The firm also specializes in business planning, offering business valuations, custom analytics dashboards, consulting to increase enterprise value, and exit strategy support. Clients can choose between traditional investment management charged as a percentage of their portfolio (which includes ongoing financial and business planning), a monthly subscription-based arrangement, or project-based planning on a fixed or hourly fee basis.