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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 any 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.

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