About Escalator Wealth Advisors
Escalator Wealth Advisors, LLC is an investment adviser registered with the Massachusetts Securities Division. We serve working professionals who want a long-term, diversified investment plan and the financial-planning context to act on it — delivered through a mobile application rather than a traditional office.
The firm
Escalator Wealth Advisors, LLC was organized in the Commonwealth of Massachusetts on March 23, 2026, and is wholly owned by its founder and managing member, Dominic Manzo. The firm is registered as an investment adviser with the Massachusetts Securities Division.
The principal
Dominic Manzo serves as Managing Member, Chief Compliance Officer, and Investment Adviser Representative. He is qualified to provide investment advice on behalf of the firm by examination — Series 65 (Uniform Investment Adviser Law Examination) — and is the firm's sole adviser.
Before founding Escalator, Dominic spent twenty-five years teaching mathematics, physics, and computer science (including machine learning) at the secondary and post-secondary level. He designed the firm's portfolio-construction methodology, its Monte Carlo simulation engine, and its Black-Litterman-based optimizer, and is responsible for the ongoing oversight and review of those systems.
How we are different
- App-based, with a real adviser. Most clients interact with us continuously through the Escalator mobile application. When a conversation is the right tool — for onboarding, for a life event, for a specific question — Dominic is available by phone, video, or email. We have no in-person office and we hold no in-person meetings.
- Fiduciary, fee-only, no commissions. We do not sell insurance, we are not affiliated with a broker-dealer, and we receive no commissions, revenue-share, or referral compensation from any product manufacturer or any other party. Our fee schedule is published on this site and is the same for every client.
- Diversified, low-cost, evidence-based. We construct portfolios from a curated set of broadly-diversified, low-cost exchange-traded funds. We do not pick individual stocks, do not trade options, and do not use leverage. We do not use artificial intelligence or large language models in the investment advisory process.
- Financial planning included. Cash-flow analysis, retirement projections, savings-rate and contribution guidance, Social Security claiming analysis, and goal tracking are included in the advisory fee — not billed separately. Our planning is delivered continuously through the application.
Custody and execution
Client assets are held by Altruist Financial LLC, an SEC-registered broker-dealer and qualified custodian, which serves as the broker-dealer of record for all Escalator client accounts. Altruist provides account opening, KYC verification, trade execution, account statements, and tax documents. Escalator does not take physical custody of client assets and does not hold client funds or securities outside the qualified custodian's environment.
Registration posture
Escalator is registered with the Massachusetts Securities Division under M.G.L. c. 110A and 950 CMR 12.00 et seq. We are not registered with the U.S. Securities and Exchange Commission and we do not rely on the federal exemption available to certain internet-only investment advisers. Our regulatory disclosures — Form ADV Part 2A, Form ADV Part 2B, Form CRS, and our Privacy Notice — are available for download on this site.