The firm
A serious institution for unserious remarks.
Money makes people say remarkable things. We write them down.
Overheard Wealth Management documents the advisory business as it actually sounds — in branch meetings, in client reviews, in elevators, at closing dinners that ran long. Every quote is submitted anonymously by the people who were standing nearby, and published with names, firms, and incriminating details removed.
The serious end of this business is well covered. Kitces has the technical work, the trades have the news, the conference circuit has the rest. None of it is funny, and none of it is candid about the parts of the job that never appear in a pitchbook. That gap is the entire product.
We are not a wealth manager. We manage something more volatile: what wealth managers say when they think no one is listening.
Because the audience is a supervised one, how submissions are handled is not a footnote — it is most of the product. We take no names, no emails, and no direct messages, and nothing publishes in the words it arrived in. The standard is published in full so that it can be checked.
OHWM is an independent media property owned and operated by Victoria Watters, part of a growing portfolio of niche media brands.
Press & partnerships: sponsors · Contributions: submit a quote · Policy: the standard