Who We Are
Wealth management, built for you
Active Wealth Advisors is a boutique Registered Investment Advisor (RIA) specializing in actively managed portfolios and tailored strategies tailored to each client’s needs. We serve high-net-worth individuals, trusts, institutional clients and families who want investment solutions that go beyond the limitations of traditional wealth management.
Why Choose Us
Our philosophy blends active portfolio management, tailored strategies, and disciplined risk management to help clients pursue growth while protecting capital.
Active Management
Tactical positioning to adapt with changing markets
Tailored Approach
Portfolios engineered around your goals and risk tolerance
Value Generation
Research-driven strategies focused on delivering durable outcomes.
CORE SERVICES
Tailored wealth management for complex needs
From portfolio construction to risk management, our services are built to preserve and grow your wealth.
Custom Portfolio Management
Actively managed portfolios designed around individual objectives
Covered calls, cash-secured puts, and protective hedges to enhance yield and manage risk
Wealth
Planning
Comprehensive planning tailored to your retirement goals and income needs.
Risk
Management
Tactical hedging and volatility-aware positioning focused on capital preservation
ABOUT US
Different from any other advisor
We combine disciplined portfolio oversight with tailored strategies that adapt to changing markets, going beyond traditional wealth management to protect and grow your capital.
Custom Options Integration
Sophisticated strategies beyond basic options
Boutique Attention
High touch approach with focused service
Active Risk Management
Tactical hedging and defensive positioning
Results-First Philosophy
Earning trust through performance validation
HOW WE MANAGE RISK
Risk Management Framework
Capital Preservation
Priority focus during market volatility and uncertain conditions
Adaptive Positioning
Responsive to changing market conditions and client needs
Risk-Adjusted Returns
Seeking alpha with controlled downside and disciplined approach
BEHIND ACTIVE WEALTH ADVISORS
Meet Our Founder
Brandon founded Active Wealth Advisors after earning his BBA in Finance from Florida Atlantic University. He brings over a decade of experience managing client portfolios with a focus on equities, tactical allocation, and options-based strategies, having been cycle-tested through multiple market environments
