Welcome to an Elevated Approach to Investing
Firm Overview
We believe that open communication between a financial advisor and the client results in a better understanding of the client’s financial goals and objectives, and enables us to provide cutting edge resources, high value partnerships, and the sophisticated investment vehicles that will best serve you in an ever-shifting financial world.
Our dedication to the education and learning process enables our clients to better understand the management of their assets.
Our commitment to the continuous evaluation of a client’s portfolio ensures that the portfolio reflects the changing circumstances in their life and their in business.
Aureum's Unique Approach
Building the right portfolio for your unique needs is a process that starts with the right team. Aureum’s investment team brings a diversity of skills and expertise to every client experience.
Our independent structure allows us to be flexible in our approach. Our process begins with an assessment of your current financial situation. We will examine asset allocation, risk exposure and diversification, in addition to fees and expenses. We design portfolios with ETFs, customized fixed income, private credit, private equity, and private real estate. A global thread is woven through all our strategies.
Our strategic partners include financial professionals such as CPAs and business advisors who specialize in areas of taxation for individuals, trusts, and businesses. This allows us to combine asset management and financial planning with proper tax strategy, in order to provide our clients with unique tax-advantaged and integrated wealth management solutions. Our team is always working to find the balance between risk and return.
“Collaboration and the commonality of perspective shared by our professionals ensures a high level of service not easily duplicated in other wealth management firms.”
– Thomas Quealy, CEO and Partner, Aureum Wealth Management.
Our Vision
The Aureum vision is to build long-term relationships, becoming the most trusted partner in our clients’ financial lives. We seek to provide clarity, confidence and innovative solutions while always prioritizing our clients’ best interests.