# Measured Wealth Private Client Group Measured Wealth Private Client Group is a Bank / Wealth / Trust based in Portsmouth, United States. ## Overview - **Organization type:** Bank / Wealth / Trust - **Headquarters:** Portsmouth, United States - **Region:** North America - **Address:** 303 Islington Street, Portsmouth, NH, United States - **Founded:** 2002 - **Assets under management:** Undisclosed - **Website:** measuredwealth.net - **LinkedIn:** https://www.linkedin.com/company/measured-wealth-private-client-group-llc ## Regulatory record - **CRD number:** 170442 - **SEC file number:** 801-80056 - **Registration status:** APPROVED - **Latest Form ADV filing:** 2026-03-31T05:00:00.000Z - **Reports private funds:** No - **Private funds reported:** 0 - **IAPD record:** https://adviserinfo.sec.gov/firm/summary/170442 ## About Measured Wealth Private Client Group opened in 2014 under Founder and President Edward H. Benway, building a registered investment advisor out of Portsmouth, New Hampshire. The firm serves individuals, families, small business owners, and pre-retirees, emphasizing a deliberate, planning-heavy approach. A secondary office in Lauderdale By The Sea, Florida extends its footprint along the Eastern Seaboard. The advisor team includes Chief Investment Officer Edward Miller, CFA, Managing Director Duncan Black, and multiple CFP practitioners who cover retirement income, tax planning, and education savings. Measured Wealth runs a multi-asset-class advisory book, managing portfolios of public equity, fixed income, and insurance-linked products through both discretionary and non-discretionary mandates. Its financial-planning engine layers in tax planning, estate planning, and retirement-income structuring — the firm’s website describes a holistic service stack rather than a niche allocation strategy. Public portfolio holdings and third-party manager relationships are not disclosed. The advisory roster reflects wirehouse and private-bank lineage: Senior Wealth Advisor George Zaharopoulos, CFA, CFP, joined from Wells Fargo Advisors, while Wealth Advisor Alejandra Borge previously worked within Morgan Stanley and Citi Private Bank. Measured Wealth lists a professional staff of roughly a dozen members, anchored by Benway and a compliance chief, Lori Weston, who brought over 20 years of Investment Advisers Act expertise. The firm added Victoria Gibbs in 2025 as a Wealth Advisor Associate, reflecting incremental headcount growth rather than a merger or platform acquisition. Adjacent vehicles — such as a philanthropic foundation or operating business — are not disclosed. The firm started a branded “Financial Futures Podcast” to deliver market commentary, which serves as its primary public content engine. Measured Wealth’s structural signature is its location: a compact RIA operating from a single primary office in coastal New Hampshire with a small satellite in Florida, competing for family-office-minded clients against national roll-up platforms. The advisory team blends investment-management credentials — multiple CFAs and CPAs — with a planning-led service model typical of firms that tilt toward retirement distribution rather than venture-style direct investing. Governance remains tightly held by the founder, with no indication of external capital or private-equity backing. ## Offices - 224 East Commercial Blvd Suite 303, Lauderdale By The Sea, FL, United States ## People - Edward H. Benway — Founder & President - Edward Miller — Chief Investment Officer - Lori Weston — Chief Compliance Officer - Duncan Black — Managing Director ## Questions ### Who runs investment decisions at Measured Wealth? Edward Miller, CFA, serves as Chief Investment Officer and leads the firm's investment research and portfolio-management functions. He is supported by Investment Analyst Craig Cooper, who joined from Cabot Wealth Management and previously worked at Putnam Investments and State Street. The founder, Edward H. Benway, retains ultimate oversight as President. ### How does Measured Wealth source clients? The firm relies on a planning-first advisory model that attracts pre-retirees, small business owners, and high-net-worth individuals in New England and South Florida. Its team includes multiple CERTIFIED FINANCIAL PLANNER professionals, and the firm markets directly through its 'Financial Futures Podcast' and a local presence in Portsmouth, New Hampshire and Lauderdale By The Sea, Florida. ### Does the firm disclose its assets under management or aggregate client deployment? Measured Wealth does not publish its regulatory assets under management or a total-deployment figure. As a privately held RIA, it is not required to publicly break out AUM, and no third-party ranking has assigned a verified number. ### What is the firm's known posture on alternative investments or direct deals? Measured Wealth's public materials focus on traditional public-market portfolios, insurance products, and planning services. The firm does not advertise a direct-investment or private-deal capability. Any allocation to alternatives — private equity, venture, or real assets — is not disclosed on its website or in available filings. ## Related profiles - [Measured Risk Portfolios](https://altss.com/profile/measured-risk-portfolio) - [Meat Industry Employees' Superannuation Fund](https://altss.com/profile/meat-industry-employees-superannuation-fund) --- Last updated: 2026-07-08T22:13:32.200Z Canonical page: https://altss.com/profile/measured-wealth-private-client-group Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology