Aevitas Wealth Management, Inc.

Aevitas Wealth Management, Inc. is a registered investment advisor established in June 2007, providing customized independent advice in financial planning, investment management, risk management, and estate planning. The firm serves individuals, high net worth individuals, retirement plans, charitable organizations, and corporate entities. Aevitas operates as a fee-only advisor and acts as a fiduciary to clients, upholding a duty of loyalty, fairness, and good faith. The firm offers investment management services, financial planning services, and educational seminars/workshops. Clients' accounts are managed on a discretionary basis, with the advisor having the authority to make changes to investments without prior consultation, based on the client's financial situation, goals, and objectives. Aevitas primarily uses fundamental analysis for investment strategies and employs a long-term investment approach. The firm does not charge performance-based fees and does not manage proprietary investment funds. Aevitas does not accept or maintain custody of client accounts, except for authorized deductions of fees. The firm has a Privacy Policy in place to protect clients' personal information and maintains physical, procedural, and electronic safeguards. Clients have the right to limit the sharing of personal information. Aevitas does not compensate for client referrals and does not share personal information for marketing purposes. Clients can request a copy of the firm's Privacy Policy and contact Aevitas for any questions or concerns.