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About Us

The Wedmont difference.

High-net-worth families face a littany of complicated issues when it comes to prudently managing their finances. The impact of even minor financial planning mistakes can have significant and irreversible monetary implications.

But the current model for delivering advice is incapable of providing the quality of advice that successful families deserve. Too often, successful investors and families are forced to pay exorbitant fees bad advice, expensive and tax-inefficient investment portfolios, and a terrible client experience rife with conflicts.

We believe the industry is in need of a transformative model. One where high-net-worth investors receive the quality advice they deserve for a fair and transparent fee. This is Wedmont. This is private wealth management built for the future.

We believe the industry is in need of a transformative model. One where high-net-worth investors receive the quality advice they deserve for a fair and transparent fee. This is Wedmont. This is private wealth management built for the future.

Better portfolios, better advice, better fees. Better results.

We are award-winning advisors on a mission to provide high-quality private wealth management to high-net-worth clients.