Measured Wealth Private Client Group, LLC
Measured Wealth Private Client Group, LLC is an SEC-registered investment adviser headquartered in Portsmouth, New Hampshire. The firm was founded over 20 years ago and specializes in providing personalized financial planning and wealth management services to individuals, families, and small businesses. Known for its boutique approach, Measured Wealth employs a team of experienced advisors and leverages advanced technology to deliver comprehensive financial solutions, including retirement, estate, tax, and risk management planning. The firm emphasizes client education, transparency, and disciplined investment processes. Measured Wealth serves a diverse client base and aims to empower its clients to make informed financial decisions.
Investment Strategy
Measured Wealth focuses on holistic wealth management, combining a disciplined investment philosophy with proactive, personalized client service. The firm utilizes comprehensive financial planning, regular portfolio reviews, and ongoing communication to align each client's investments with their unique goals and circumstances. Their disciplined, long-term approach is designed to remove emotion from investment decisions and leverage technology for portfolio management and risk oversight. The firm provides customized solutions across retirement planning, estate and tax planning, risk management, and education savings, relying on tailored asset allocation and a client-first fiduciary approach.
Top Holdings
Equity Positions (178)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPYV | SPDR SERIES TRUST | 8.28% | $27.7M | 528,420 | $33.69 | $52.34 | +$644.6K |
R RSP | INVESCO EXCHANGE TRADED FD T | 7.90% | $26.4M | 145,179 | $179.01 | $181.74 | +$1.7M |
V VYM | VANGUARD WHITEHALL FDS | 6.93% | $23.2M | 173,799 | $111.11 | $133.31 | +$818.8K |
G GLD | SPDR GOLD TR | 5.87% | $19.6M | 64,324 | $195.11 | $304.83 | +$521.5K |
U UPS | UNITED PARCEL SERVICE INC | 5.11% | $17.1M | 169,059 | $120.62 | $100.94 | -$1.5M |