Discover your path to a smarter, happier, and potentially richer financial future.

You work hard for your money.

Now let us make it work hard for you.

For high-net-worth individuals, managing your investments can be both complicated and time-consuming, especially as you draw closer to retirement. If you have $500,000 in investable assets, turn to a team you can trust to help manage your portfolio and plan for the future with your specific goals and best interests in mind. Here are just some ways we can help:

  • Investment Planning
  • Asset Allocation Review
  • Tax Planning
  • Estate Planning
  • Diversification Techniques
  • Retirement Planning
  • Insurance Management
  • Income Planning

Our Simple 3-Step Process

Our team is ready to help your money work harder. If you have $500,000 or more in investable assets, getting started is simple.

Tell us about yourself.

We'll ask you a few questions to learn more about your current financial situation, your future goals, and the investment styles you're most comfortable with.

Create a plan.

We'll customize your asset blend across seven distinct strategies built to deliver results that align with your unique financial goals.

We do the rest!

Once you approve your personal asset allocation, we'll make the day-to-day investment decisions that you don't have time for, and check in with you regularly to discuss strategic shifts.

Proprietary Portfolio Strategies


These experienced, certified Fools are ready to help chart the course toward your financial goals.

Our Foolish Philosophy

Navigate your financial future with confidence.

At Motley Fool Wealth Management, we draw on years of experience and expertise to offer straightforward investing advice with your best interests at heart. No jargon. No runaround. Just a commitment to offering informed investing strategies and custom allocations tailored to our clients' financial circumstances, time horizon, risk tolerance, and long-term goals.

Schedule an introductory appointment today.

You’ll speak with one of our certified financial planners (not a salesperson or customer representative). We’ll learn more about you, and put together a plan that’s tailored to your unique goals and circumstances, including: 

  • Your current financial situation and long-term investment goals
  • Your time horizon, risk tolerance, and preferred investment style
  • A potential asset allocation that’s right for you
  • Any further questions you might have

Ready to Take
the Next Step?

If you have $500,000 or more in investable assets, and would like to learn more about how we can potentially help you pursue your investment goals, schedule a meeting to speak with one of our certified planners (like Sean) today.