Aureus Wealth Management

Specialties

Aureus Wealth Management is a financial firm with a tradition of developing enduring relationships with clients by providing expert guidance. We take a comprehensive, holistic approach to your finances to help guide you successfully through times of prosperity and uncertainty. We have a long fiduciary history and we consistently hold ourselves to this higher standard. We provide unbiased advice that is in the best interest of our clients.

— Investment Management

— Financial Planning

— Retirement Planning

— College Planning

— Estate Planning Services

— Insurance Services

— Charitable Gifting Services

— Company 401(k), 403(b), and 457 services

Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/​SIPC Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). Aureus Wealth Management and JWC/​JWCA are unaffiliated entities.

Registered Representatives at Aureus Wealth Management may only conduct business with residents of the states for which they are properly registered. Therefore, no security will be offered or sold to any person, in any state in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions.