Clarity today.
Confidence for tomorrow.
Security for generations.

At Factor Wealth Management, we provide more than just financial management—we offer peace of mind. With a deep respect for your goals and legacy, we offer expertise today so you can move forward with certainty tomorrow.

Life evolves, markets shift, and needs change. With Factor by your side, you’ll always have smooth waters ahead.

Wealth Management Tailored to You

At Factor Wealth Management, we deliver personalized, evidence-based wealth strategies for individuals, families, and entrepreneurs who expect more. As independent fiduciaries, we provide unbiased guidance, detailed planning, and disciplined investment strategies rooted in decades of academic research — not guesswork.

From retirement and tax planning to charitable giving and legacy building, we help you make smart financial decisions that last a lifetime — and beyond. Our promise is simple: thoughtful partnership, long-term perspective, and unwavering dedication to your goals.

OUR SERVICES

We’re focused on people. Not just portfolios.

From successful entrepreneurs and seasoned executives to retirees planning their next chapter, we work with individuals and families who value clarity, trust, and a truly integrated approach to wealth. Our clients are thoughtful, accomplished, and ready for a partner who sees the full picture—and helps them plan every step forward.

Entrepreneurs & Business Owners

Entrepreneurs and business owners turn to our firm when they’re preparing to sell or scale their companies, or when they need expert guidance on managing equity compensation and the wealth they’ve built. They value our holistic planning, disciplined investment process, and independence as they transition from building their business to securing their legacy.

Executives & Professionals

Executives—ranging from corporate leaders to consultants—seek our guidance to simplify complex financial lives. They appreciate our evidence-based investment philosophy, tax coordination, and retirement planning, along with the confidence that comes from working with a trusted advisor who operates with integrity and transparency.

Retirees & Early Retirees

Whether they’re entering retirement at a traditional age or pursuing financial independence decades earlier, these clients share a desire for security, flexibility, and peace of mind. They turn to our firm for retirement income planning, tax-efficient withdrawal strategies, and estate coordination that protect their wealth and extend their financial independence.

Families & Individuals

High-net-worth families and individuals, including physicians, lawyers, and the independently wealthy, appreciate our personalized, white-glove service. They count on our firm’s fiduciary approach to manage their wealth across generations, align with their charitable goals, and preserve their financial legacy.

Meet our team

Our Difference