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.
We deliver value to our clients by bringing breadth and depth of expertise to every engagement while building a personalized experience and enduring relationship.