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We believe the equation for successful investing is simple:

Comprehensive Advice

Tax Efficient Portfolios

Lower Fees

Better Results.

"Private Wealth Management for the Sophisticated Investor"

*Our flat fee financial advisors serve investors with assets in excess of $1,000,000 and provide private wealth management services in a new and novel way.

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We believe the traditional model of Private Wealth Management is broken. So we created a better way.

Founded by Credit Suisse and Vanguard alums, Wedmont was built on the belief that successful investors deserve better from their financial advisors. 

We are fiduciary and flat fee financial advisors who specialize in private wealth management for high-net-worth investors and families.

If you are looking to reach your financial goals and maximize your assets, connect with one of our CFP-credentialed flat fee financial advisors to learn more.

What We Do

Private Wealth Management 
built for tomorrow.

No AUM Fees

Our flat-fee is dramatically lower than peers. Based on industry averages*, we save an investor with $5,000,000 more than $30,000 per year.

Institutional Approach

Invest like the world's most sophisticated investors and gain access to strategies including automatic tax loss harvesting, hedge funds, and private equity.

Financial Planning Guidance from a CFP Advisor

Your CFP credentialed advisor works closely with you to develop a comprehensive financial plan.  And because we serve as fiduciaries at all times you can be confident our advice is always in your best interest.

Modern Client Experience

Simple, intuitive technology and white-glove service will change how you work with a financial advisor.

*Based on industry averages, a $5,000,000 portfolio is assessed a .84% assets under management ("AUM") fee, resulting in an annual fee of $42,000.  Wedmont's flat fee of $10,000 would save  the average $5,000,000 portfolio $32,000.  Source:  https://www.advisoryhq.com/articles/financial-advisor-fees-wealth-managers-planners-and-fee-only-advisors/#Investment-Management-Fees

the results

Real financial benefits for you.

Traditional financial advisors charge a percentage of your portfolio each year. This "assets under management" (AUM) model penalizes successful investors and destroys value.  This can particularly affect the assets of high net worth investors.

Even seemingly small AUM fees will significantly erode a portfolio's value over an extended time period.  How many millions of dollars is your advisor costing you?

We are flat fee financial advisors that assess a fixed, flat, and fair fee that does not change based on your assets under management.  Learn more about the damage AUM fees can cause and why they bear no relation to the value provided by a financial advisor.

Effect of Fees on $3M

*Chart shows the impact of fees on a $3,000,000 portfolio with an annualized return of 6.5% over a 30 year period. Assumes no contributions or distributions.  AUM fees are industry average, ranging from .88% to .69%. Wedmont's fee is inflated at 3% annually for illustrative purposes only.  The use of a 6.5% annualized return is in no way indicative of an actual return realized by a client. No guarantee of a return is implied or intended.  All investing involves risk.  Data available upon request.

our clients

Who We Serve.

01

   

Portfolio Managers, general partners, and family offices who need access to an institutional caliber product shelf without AUM advisory fees.

02

   

Senior executives, entrepreneurs, and professionals in need of assistance managing and planning for their financial assets. 
03

   

Former leaders in their fields who have transitioned to retirement and are seeking assistance with their investment management and estate planning.

04
   

Forward thinking companies who wish to offer cost effective and compelling benefit packages to their most valuable employees. 

Wedmont provides comprehensive financial advice and services to high-net-worth investors to help them navigate their financial futures.

We begin our relationship with you by developing and in-depth understanding of your specific situation so we may construct a comprehensive financial plan tailored specifically for you.  Our CFP-credentialed flat fee financial advisors take a holistic approach and possess expertise across a host of topics, including: 

  •  Tax-Sensitive Investment Management & Investment Advisory
  • Portfolio Construction
  • Trust & Estate Planning
  • Generational Wealth Transfer
  • Charitable Strategies
  •  Retirement Planning
  • Cash Flow Analysis and Optimization
  • Tax Minimization
  • Equity Compensation 
  • Social Security Strategies

Military Mission

Our clients make a difference.

Together with clients we are launching the careers of high-performing military veterans pursuing graduate degrees.

Through mentorship and career counseling we are opening the doors to careers in technology, private equity, consulting, and more.