Why Choose Us?

Denarius Wealth Management

Contact Us: (920) 941-0225

About Us

Denarius Wealth Management, an independent Registered Investment Advisor (RIA), offers objective wealth management, risk mitigation, and investment advisory services. As an RIA and fiduciary, we act in your best interest in all aspects of the financial relationship.

Developing and executing an investment strategy which encompasses every aspect of your financial life can be challenging, particularly with substantial assets and sophisticated needs. We will work with you to develop a customized plan ranging from investment management, estate planning, trust administration and private foundation management.

We provide unbiased advice through our fee-only, investment management and advisory services. Unlike a broker or registered representative, we do not get compensation and commissions by selling stocks and mutual funds to you. We work for you. As a small, privately held firm, we work to help individuals, families, trusts, foundations, and businesses build and manage more predictable, consistent and profitable portfolios over time.

What is a Fiduciary?

NOUN from the Latin fiducia, meaning “trust,” a person who has the power and obligation to act for another under circumstances which require total trust, good faith and honesty.
The People’s Law Dictionary

Black’s Law Dictionary also describes a fiduciary relationship as “one founded on trust or confidence reposed by one person in the integrity and fidelity of another.” In short, as your fiduciary, it is our ethical AND legal responsibility to act in your best interest at all times.

Why Choose Us?