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.

Meet with Caleb