Wealth Effect Management is an independent wealth management firm registered with the Securities and Exchange Commission (SEC). The company focuses on providing comprehensive and integrated financial services to high-net-worth individuals, families, and business owners. Their approach, termed the "Wealth Effect Experience®," combines financial planning, investment management, and relationship management to help clients achieve their financial goals. As a fee-only firm, they operate under a fiduciary standard, aiming to provide objective advice without conflicts of interest from commissions.

Founded in

Slovakia