Able Wealth Management
Overview
Able Wealth Management is a financial advisory firm specializing in personalized investment strategies and financial planning. The firm offers a range of services, including portfolio management, financial planning, and wealth management, tailored to meet the unique needs of each client. Their approach integrates long-term financial planning with investment strategies aligned with clients' values and objectives. The firm's investment strategy focuses on balanced growth and adaptive risk management, employing diversification and a blend of various investment strategies such as momentum, value, growth, factor-based, and quality investing. This approach allows them to adapt to changing market conditions and capture potential returns. With a client-focused, boutique firm model, Able Wealth Management emphasizes a personalized approach to investment solutions, grounded in simplicity and careful planning to minimize unnecessary risks. Their investment philosophy combines long-term strategy with short-term adjustments to navigate changing market conditions effectively.
Investment Focus
- Accredited investors only
- Long-term investment horizon
Portfolio Companies
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Frequently asked questions about Able Wealth Management
What sectors does Able Wealth Management invest in?
Able Wealth Management invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Lakewood, United States. Able Wealth Management is listed as a private investment firm in the ConnectSafely investor database.
What stage does Able Wealth Management invest at?
Able Wealth Management backs companies at Seed, Early Stage, Series A, Series B, Growth and Late Stage, writing cheques of 1M - 50M.
Which regions does Able Wealth Management invest in?
Able Wealth Management invests across United States.
Who are the partners at Able Wealth Management?
Team members listed for Able Wealth Management include Seth Hodes (Managing Partner / Co-Founder) and Nossie Hikind (Director of Operations).
What companies has Able Wealth Management invested in?
Able Wealth Management's portfolio includes Occidental Petroleum, Exact Sciences and Intuitive Surgical.
How do I contact Able Wealth Management?
Able Wealth Management's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
