Auctus Advisors is an independent, employee-owned, fee-only Registered Investment Advisor focused on helping clients grow and preserve wealth across generations. The firm follows a fiduciary standard, placing clients’ interests first, and combines personalized boutique service with resources available through its relationship with Charles Schwab Corporation. Its advisory services are tailored to clients’ long-term goals, financial circumstances, and lifestyle needs.

Auctus provides comprehensive wealth management through balance sheet management, cash flow planning, customized portfolio management, philanthropic planning, and generational wealth transfer strategies. Its investment process emphasizes research, due diligence, tax-aware investing, and risk oversight; where appropriate, portfolios may include private assets or hedge fund solutions. The firm advises entrepreneurs, C-level executives, professional athletes, and their families on needs such as business succession, executive compensation, concentrated wealth, liquidity events, and legacy planning. For families with significant assets and complex financial lives, Auctus Family Office offers an integrated advisory platform centered on sophisticated planning, wealth preservation, and family continuity.