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3,000 clients nationwide
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Serving clients since 2014
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$2.1 billion in assets under management**

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No obligation. No nonsense.

Our Approach

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Personalized Asset Allocation
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High-Conviction Portfolio Strategies
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Active Investment Management
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Separately Managed Accounts (SMAs)

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What We Do

Portfolio Management

Your portfolio is your nest egg. It represents not only the hard work you’ve put in over the years to save and invest for the future, it represents your goals, your hopes, and your dreams. That's why we offer an active, hands-on approach.

Retirement Planning

For clients who invest over $1 million with Fool Wealth, we’re pleased to offer complimentary, full-service financial planning with a dedicated Wealth Advisor who understands your situation inside and out.

How We Do It

Stock Picking

Quality may seem like a vague term, but to us, it means something very specific. It’s a 360-degree approach that takes into account both quantitative and qualitative factors. Every company we hold is rigorously vetted by our Portfolio Managers against our distinct, proprietary Four Pillars of Quality.

Portfolio Construction

When you invest with Fool Wealth, your assets will be allocated across a combination of actively-managed strategies that are exclusively available to Fool Wealth clients. Each strategy has its own distinct goals and holds specific types of stocks.

Asset Allocation

Once we learn about your financial situation, we can determine which of our seven exclusive portfolio strategies are right for you — and in what combination. By allocating different percentages of your cash to different strategies, we can fine-tune your allocation to your current needs and your future goals.*

Why Us?

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Our Mission

Motley Fool Wealth Management ("Fool Wealth") was founded in 2014 with the goal of helping busy individuals and families outsource the work of Foolish stock picking and asset allocation to a team of experienced professionals, so that you can feel confident in your financial strategy and be free to take in all life has to offer.
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What is Foolish Investing?

Simply put, the Foolish investment approach seeks to invest in great businesses with strong growth prospects, then hold on to those positions for the long haul. These businesses have what we believe are easy-to-understand revenue models, clear competitive advantages, great management teams, strong corporate cultures, and long runways for growth.

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