Welcome to Patriot Wealth
Plan Smart. Live Better.

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Patriot Wealth is
fiduciary advice. smarter planning. helping to secure your future.

We’ll be with you every step of the way as you write the next chapter of your life. Together, we will formulate a custom plan tailored to your needs and desires.

Retirement Planning

Much has changed over the years. Today, retiree's face headwinds requiring a customized approach.

Income Planning

Proper income planning can help you feel confident your money will be there when you need it.

Portfolio Management

We believe that emotion-free, academically proven formulas will help investors avoid poor decision making.

Tax Planning

We can help you minimize the tax impact of your financial decisions.

No two retirements are equal. So, no two retirement plans should be either. We’ll walk you through the critical steps to craft a customized, retirement plan tailored to your goals.

The Patriot Advantage

Emotion-Free Investing

A smart investment formula provides a discipline that helps reduce the probability of a serious and irreparable damage to your hard earned savings.


Your money is held by reputable custodians that you have access to.

Highest Standard

As a fiduciary, investment advice comes with a duty to operate with your best interests at all times. We wouldn’t have it any other way.

WealthGuard™ is a complete portfolio monitoring system. Designed by determining the amount of downside risk a client is willing to tolerate, WealthGuard™ is added to client accounts to help protect from downside risk. WealthGuard™ is not a stop loss strategy. When the account value in the portfolio hits the targeted downside value, an alert is sent to the client, advisor, and money manager. The money manager trades the account as indicated on the WealthGuard™ agreement.

There is no guarantee the exact WealthGuard™ value will be captured, or assets will be traded or liquidated the same day the WealthGuard™ value is reached due to time of day and/or market restrictions. WealthGuard™ is not responsible for any tax implications that may result due to the liquidation or trading of the holdings. FormulaFolio Investments is not responsible for any errors or omissions in the information used to prepare your WealthGuard™ percentages.

WealthGuard™ does not make any representations or warranties, whether expressed or implied, regarding investing in securities or investment products. WealthGuard™ makes no warranties to the legality or suitability of any investment product.


An early warning system for your investments. Because you’ve worked too hard to be surprised by your money.

We’re a proud provider of WealthGuard, a complete portfolio monitoring system.

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