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Better Portfolios. Better Advice. Better Fees.

Better Results.

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

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*Wedmont serves investors with assets in excess of $1,000,000

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As seen on:

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.

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 Advice from a CFP advisor

Your CFP credentialed advisor works closely with you and is legally obligated to act 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 benefits for you.

Traditional advisors charge a percentage of your portfolio each year. This "assets under management" (AUM) model penalizes successful investors and destroys value.

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?

*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.

Growth of $3,000,000

our clients

Who We Serve.

01

Professional Investors

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.

02

High-Income Earners

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. 
03

Successful Retirees

Peter and Catie H.
Former CFO
Portsmouth, NH

Former leaders in their fields who have transitioned to retirement and wish to maximize their assets.
04

Corporate Services


Clinical Stage Biotech 
Cambridge, MA

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

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.

See how you can GET INVOLVED