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Paratus Wealth Management
Paratus Wealth Management, LLC provides independent financial planning and investment management services to individuals, families, and institutions.
Overview
Paratus Wealth Management, LLC provides independent financial planning and investment management services to individuals, families, and institutions. Wealth management services are built around long-term preservation and appreciation of capital. The firm develops and manages individually customized investment portfolios using stocks, bonds, ETFs, mutual funds and other vehicles, and is a registered investment advisor with Minnesota and South Carolina.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Long Lake
Corporate office
Paramus, NJ, United States
Frequently asked questions
How does Paratus Wealth Management structure its client portfolios?
The firm builds portfolios using mutual funds, ETFs, individual stocks, and bonds, with asset allocation driven by client risk tolerance, time horizon, and financial objectives. Regulatory filings indicate use of third-party custodians such as Charles Schwab for trade execution and custody, reflecting an independent RIA model rather than a proprietary investment platform.
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