Better Portfolios. Better Advice. Better Fees.

Better Results.

"Private Wealth Management for the Sophisticated Investor"

Wedmont provides successful investors with private wealth management services in a new and novel way.

*Wedmont serves investors with assets in excess of $750,000

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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 award-winning 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 highly-credentialed CFP 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. On average, we save an investor with $5,000,000 more than $30,000 per year.

Institutional Quality Investment Portfolios

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

World Class 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.

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?

Wedmont asseses 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.

Growth of $3,000,000

*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. Data available upon request.

our clients

Who We Serve.


Charles B.
Growth Equity Investor
Menlo Park, CA

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


Brendan and Jesse G.
Attorney and cardiologist
Seattle, WA

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

Peter and Catie H.
Former CFO
Portsmouth, NH

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


Clinical Stage Biotech 
Cambridge, MA

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 highly credentialed financial planners 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.