The Client Experience

Aureum Client Profiles

Aureum clients range from high-net-worth individuals and entrepreneurs to business owners, corporations, trusts, foundations, and endowments.

Each benefits from:

  • A high-touch, one-on-one relationship;
  • Succession planning for investments or business;
  • Management advisory services for a “liquidation event” or inheritance;
  • Personalized wealth management and asset protection plans;
  • Resources for complex tax, trust, estate or charitable giving needs;
  • A more elevated approach to achieve the desired results.

Client Centric Portfolio Strategies

As time progresses, so may your priorities. Your financial goals should be revisited on a regular basis. We ensure you are informed about your best portfolio options so you can make educated choices. Customizable portfolio strategies include:

  • Dynamic Growth Enhanced
  • Dynamic Growth
  • Dynamic Balanced
  • Dynamic Hybrid
  • Dynamic Income

We will review 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.

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Aureum Wealth Management, LLC, is registered as an investment adviser with the SEC. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting. All expressions of opinion reflect the judgment of the authors on the date of publication and may change in response to market conditions. You should consult with a professional advisor before implementing any strategies discussed. Content should not be viewed as an offer to buy or sell any of the securities mentioned or as legal or tax advice. It is not affiliated with or endorsed by the Social Security Administration or Medicare. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Tax rules and regulations are subject to change at any time. All investment and insurance strategies have the potential for profit or loss. Information presented is believed to be current. Photos and videos are used for the singular purpose of enhancing the website. None of them are photographs of current or former clients. Hyperlinks on this website are provided as a convenience. We cannot be held responsible for information, services or products found on websites linked to ours.