Totus Wealth Management is an SEC-registered investment adviser that operates as a multi-family office. The firm provides comprehensive and integrated financial solutions, including bespoke financial planning, investment management, tax strategy, estate and legacy planning, and risk management. Founded on the principle of providing objective, client-centric advice under a fiduciary standard, Totus aims to help high-net-worth clients preserve and grow their wealth across generations.

Founded in

United States