1776 Wealth LLC

1776 Wealth LLC is a registered investment adviser founded in 2017 by Sean O'Toole and Deanna Suarez, headquartered in Sandy Springs, Georgia. The firm specializes in serving entrepreneurs, executives, and their families, offering tailored wealth management and financial services to a select clientele. Operating as an independent fiduciary, 1776 Wealth acts in the best interests of clients. The firm provides financial planning services, creating personalized financial plans based on clients' needs and goals. Investment strategies include charting analysis, technical analysis, fundamental analysis, cyclical analysis, and modern portfolio theory. The firm offers discretionary and non-discretionary portfolio management services, allowing clients to grant investment discretion. The minimum initial investment is generally $1,000,000, but this requirement may be waived at the firm's discretion. Fees for portfolio management services range from 0.70% to 2.50% annually, billed quarterly. The firm does not accept performance-based fees or engage in side-by-side management. Clients receive regular portfolio reviews and financial plan updates, and the firm does not vote proxies on behalf of clients. 1776 Wealth does not have any disciplinary disclosures or financial impairments that would affect its ability to meet client commitments.