Setarcos Wealth Advisors is a private wealth management firm providing portfolio management and financial planning services to high-net-worth individuals and families.

We receive only fee-only compensation; we do not sell investment products nor do we receive sales commissions or referral fees.

As a registered investment advisor, we serve as a fiduciary, which means we are legally required to act in your best interest. It's not just a legal requirement though, it is one of our guiding principles.

We provide comprehensive advice: we consider all aspects of your financial situation including investments, insurance, tax strategy, and estate planning.