A complete list of active advisors currently associated with 1977 Wealth, LLC
Warmer can help you find a great advisor at 1977 Wealth, LLC or one who fits your needs even better.
1977 Wealth is a newly registered advisory firm that, according to its brochure, intends to serve individuals, families, small business owners, pension and profit‑sharing plans, trusts, endowments, estates, and charitable organizations by providing personalized financial planning and discretionary investment management. The firm states it offers ongoing financial planning, portfolio management for both individual and institutional clients, family office services for very high‑net‑worth families, and pension consulting for retirement plans. The firm describes an intake process that begins with a series of one‑on‑one planning meetings and a written financial report when appropriate, followed by discretionary implementation and ongoing monitoring; its investment process combines in‑house fundamental and technical research and active management with periodic reviews. 1977 Wealth’s stated investment universe is broad — including individual equities, fixed income, ETFs, mutual funds, alternatives, and structured solutions — and the firm also offers sub‑advisory services and ERISA fiduciary support for plan sponsors. Compared with peers in the no‑active‑advisors category, 1977 Wealth is noteworthy for emphasizing pension consulting (including ERISA fiduciary services) and offering both individual and institutional portfolio management, along with fixed‑fee arrangements for certain services and a negotiable fixed fee model for family office engagements. The brochure further highlights family office capabilities such as consolidated reporting and coordination with outside tax, legal, and insurance advisors, and it also expressly indicates the firm does not act as a private fund adviser.
To learn more about the advisors currently working at 1977 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.
Name |
Location |
Years of experience |
|---|---|---|
Miami, FL
| 7
| |
Miami, FL
| 4
|
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