“Most individuals who have built real wealth sit in an uncomfortable middle ground. You don’t need a mass-market retail brokerage that places you in a generic 60/40 model, but you shouldn’t need a $50M balance to access sophisticated portfolio and risk management. I founded Notaro Wealth Advisory to bridge that exact gap.”
Moving past static U.S. index exposure to integrate active risk control, downside hedging, and tax-efficient structuring.
Capital preservation is the prerequisite for multi-decade compounding. We focus on active volatility management to manage drawdown risk during severe market drops.
We actively integrate Pass-Through Entity Tax (PTET) strategies, tax-loss harvesting, and asset location optimization to enhance net after-tax efficiency.
We believe financial advice should be simple, transparent, and strictly fee-only. We charge a single advisory fee with zero hidden costs, zero product sales, and zero adviser commissions.
Complimentary active allocation, rebalancing, and direct management for employer retirement plans.
Comprehensive wealth planning, proactive tax optimization, and direct CPA alignment included with our standard advisory relationship.
FEE-ONLY FIDUCIARY COMMITMENT
Zero adviser commissions, zero revenue sharing, and zero third-party compensation. We utilize Interactive Brokers, a world-class independent custodian built for quantitative execution, multi-asset risk management, and safeguarding of client assets.