A complete list of active advisors currently associated with 212 Wealth Management

Warmer can help you find a great advisor at 212 Wealth Management or one who fits your needs even better.

212 Wealth Management provides fee-based investment management and financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm offers custom portfolio management on a discretionary or non-discretionary basis and prepares tailored financial plans addressing investment objectives, tax optimization, cash flow, and estate considerations. The adviser employs a tactical allocation strategy intended to reduce risk and seek improved performance, using fundamental analysis and primarily long-term purchases across equities, government and municipal securities, commercial paper, and cash positions. Portfolios may be adjusted for sector weighting, dividend potential, or as a cash hedge, and accounts are reviewed annually or upon triggering events such as material account changes. Distinctive features include an affiliation with insurance activities through its principals, while the brochure discloses that insurance products are not intended to be recommended to advisory clients — an arrangement that is uncommon among independent advisers. The firm also accepts corporate or institutional clients in addition to individuals, and one principal’s external corporate development and M&A role, which the brochure notes occupies a substantial portion of their time, is a notable operational detail compared with many peers.

To learn more about the advisors currently working at 212 Wealth Management, 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.