Neptune Wealth is a fee-only registered investment advisor founded in 2024 by advisors with more than 50 years of combined experience. The firm combines personal guidance and intelligent technology to help clients simplify their financial lives and build strategies around their goals, circumstances, and risk tolerance. Its licensed advisors take a comprehensive approach, with transparent recommendations and a stated commitment to acting in clients’ best interests.

Services include financial planning for retirement, education, cash flow, and other life goals; year-round tax planning, including Roth conversions and tax-loss harvesting; estate planning to support wealth transfer and legacy goals; and insurance analysis to help protect families and assets. Neptune Wealth also provides personalized portfolio management, drawing on public markets, fixed income, alternative investments, and private placement opportunities. The firm monitors portfolios, rebalances when needed, and offers regular reviews, performance reporting, and proactive advisor communication. Client relationships begin with a discovery conversation, followed by a tailored strategy and ongoing partnership. Neptune Wealth also publishes market insights, investment commentary, and financial planning articles.