A complete list of active advisors currently associated with 1776 Wealth LLC

Warmer can help you find a great advisor at 1776 Wealth LLC or one who fits your needs even better.

The firm advises entrepreneurs, corporate executives, and their families, offering integrated wealth management services that include financial planning, discretionary and non-discretionary portfolio management, pension consulting, and tailored family office services. Like many supported firms, it focuses on individual and high‑net‑worth clients and provides portfolio management tied to comprehensive financial plans. The firm positions itself as financial planning–based, using modeling software and coordination with clients’ tax and legal professionals to develop customized strategies and model potential outcomes. It uses firm‑developed and third‑party model portfolios, may manage assets held away from its preferred custodians, and can recommend outside managers when appropriate. A firm principal has ownership interests in a FINRA‑member broker‑dealer that forms special purpose vehicles for private placements, a relationship the brochure discloses while stating clients are not referred to those entities and the principal does not receive compensation from them. The firm’s depth of family office offerings — including captive insurance arrangements, private placement life insurance, private company governance support, defined benefit plan installation, trustee oversight, and philanthropy coordination — and the fact that advisory personnel are licensed to sell insurance (and may earn separate commissions) are distinguishing operational features relative to many peers.

To learn more about the advisors currently working at 1776 Wealth LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.