Artemis Wealth Advisors, LLC

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Home | Artemis Wealth Advisors, LLC Skip to main content menu Client Portal Team Our Clients Investment Process Insights Contact Built for Visionaries. Trusted by Generations. The Artemis Origin Story The Artemis Origin Story Artemis Wealth Advisors began by advising a select group of ultra-high-net-worth families and foundations with assets through a family office-style approach grounded in macroeconomic insight and disciplined investing. Today, through Artemis FP, we bring this same level of sophisticated investment strategy and high-touch service also to accredited investors with $1M+ in assets. 1997 Our services began by offering outsourced Chief Investment Officer (CIO) and Chief Strategy Officer (CSO) support. Our Chief Investment Officer began serving as the Co-Director of Investments to the family office of world-renowned economist, Dr. Henry Kaufman, guiding our macroeconomic lens and long-term investment philosophy. 2009 In 2009, we opened our doors to outside investors who valued the same level of strategic insight, proactive planning, and close collaboration. Our objective was to not simply manage portfolios, but to partner with clients, fostering ongoing discourse around markets, economic shifts, and generational wealth. 2020 In 2020, we launched Artemis FP, LLC (Financial Planning), a dedicated division for accredited investors seeking the same elevated experience and insight we’ve long delivered to ultra-high-net-worth families. Artemis FP brings the full stren

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