A Focused Advisory Firm, Built Deliberately

Boutique Wealth Advisors is intentionally designed as a focused advisory firm, not a large sales organization. We believe clients are best served when advice remains personal, accountable, and grounded in a clear investment and planning philosophy.

Our firm operates with shared infrastructure and specialized support, while maintaining direct advisor-led relationships with every client.

Founder & Chief Investment Officer

Caleb Michael Lopez, CIO, MBA
Founder & Chief Investment Officer

Caleb founded Boutique Wealth Advisors to build a firm centered on disciplined planning, research-driven investing, and long-term client relationships.

As Chief Investment Officer and primary advisor, he is directly responsible for:

  • Investment philosophy and portfolio construction

  • Financial planning methodology

  • Client advice and implementation

  • Firm-wide standards and decision-making

Caleb works closely with each client to ensure advice is thoughtful, consistent, and aligned with the firm’s planning principles.

Institutional Support, Purposefully Structured

While client relationships are led by a dedicated advisor, Boutique Wealth Advisors is supported by a network of fractional and specialized professionals who provide operational, compliance, and administrative support.

This structure allows the firm to:

  • Maintain high planning standards

  • Preserve advisor capacity

  • Invest in technology and systems rather than unnecessary overhead

  • Scale thoughtfully without diluting the client experience

Support functions include:

  • Operations and client service

  • Compliance and regulatory oversight

  • Technology and reporting infrastructure

  • Custodial and portfolio administration partnerships

Clients benefit from institutional-grade systems while maintaining a direct relationship with their advisor.

Why This Model Works

We believe advice quality improves when:

  • Responsibility is clearly defined

  • Decision-making is centralized

  • Client capacity is intentionally limited

Rather than expanding headcount prematurely, we focus on depth, consistency, and durability. This ensures every client receives the same standard of care, regardless of firm size.

Looking Ahead

Boutique Wealth Advisors is built with long-term growth in mind. As the firm expands, additional advisors and specialists may be added only when doing so enhances planning quality and preserves our standards.