Founded in 2012, Socius Wealth is a U.S. Securities and Exchange Commission (SEC) registered investment adviser that operates under a fiduciary standard. The firm's mission is to help clients "live a richer life" by offering a holistic approach to wealth management that integrates financial planning, investment management, and advanced planning in areas like estate, tax, and insurance. They focus on building long-term partnerships with their clients to manage, grow, and protect their wealth across generations.

Founded in

United States