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 is a state‑registered independent investment adviser that provides fee‑based investment management and financial planning to individuals, trusts, estates, charitable organizations and business entities, including portfolio management for institutional clients. The firm also produces and sells educational white papers and checklists for a one‑time fee. The adviser follows a tactical asset allocation approach grounded in fundamental analysis, managing portfolios on a discretionary or non‑discretionary basis with an emphasis on long‑term holdings and periodic rebalancing. Strategies may include cash positions used as hedges, selective individual stock recommendations, and tax‑aware trades such as harvesting gains or losses. Noteworthy features for a solo independent adviser include an affiliation with licensed insurance producers among the firm’s principals, a relationship the brochure states is not intended to result in insurance sales to advisory clients, and the firm’s willingness to manage business or institutional accounts. The firm’s principal also maintains significant outside roles in mergers and acquisitions and related businesses, and the adviser operates with a small client base and modest assets under management while offering customized services.
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.
Name |
Location |
Years of experience |
|---|---|---|
Scottsdale, AZ
| 7
|
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