1650 Wealth Management, LLC

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Home | 1650 Wealth Mgt Skip to main content menu Home Who We Are Our Story Meet Your Advisor Our Clients Why 1650 Wealth? Our Process Services Our Blog Contact Client Login Previous Slide Next Slide Experience the Difference Independent Financial Advice As a fiduciary, we are legally required to act in the best interest of our clients. We neither sell investment products nor receive commissions. Experience the Difference Independent Objective Advice As an independent firm, we have the freedom to select from thousands of investment vehicles for our clients. Experience the Difference Custom Investment Strategies We create custom “all weather” portfolios utilizing a variety of investments with the goal of protecting and preserving our clients' wealth. Our Story Our Process Our Services Contact Us ABOUT 1650 WEALTH MANAGEMENT 1650 Wealth Management is an independent, private wealth management firm located in Lauderdale by the Sea, Florida. We specialize in working with high-net-worth individuals, business owners, widowers, corporate executives, and retirees, to simplify their financial lives. We take pride in creating and actively managing customize investment portfolios for our clients. As an independent , private wealth management firm, we have the freedom to select from thousands of investment products and companies. We are free from corporate mandates, meeting sales quotas, and answering to stockholders. Our fee-only, independent wealth management advisor possess over 20 year

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