A complete list of active advisors currently associated with 30-40 Wealth Partners
Warmer can help you find a great advisor at 30-40 Wealth Partners or one who fits your needs even better.
30-40 Wealth Partners provides discretionary investment management and financial planning to individuals, high‑net‑worth clients, charitable organizations, and businesses, managing roughly $57.7 million across about 38 client accounts. Services include tailored portfolio management, access to third‑party separately managed account (SMA) programs and sub‑advisers, and both ongoing comprehensive and limited‑scope financial planning. The firm builds individualized investment policies using a mix of fundamental, technical, and cyclical analysis alongside Modern Portfolio Theory, and employs both passive and active vehicles with strategic and tactical asset allocation. It also implements specialized strategies for eligible clients—including direct indexing, tax‑aware management, long/short and leveraged SMA strategies—and offers detailed planning work such as equity compensation analysis, retirement projections, and coordination of exchange funds and Section 351 transactions for concentrated positions. Compared with many peers, the brochure discloses the firm’s use of client testimonials in its marketing, an uncommon practice among supported advisers, and highlights an explicit focus on planning elements of interest to technology professionals. The firm also discloses the principal’s minority ownership interests in a third‑party accounting/tax firm and a mortgage brokerage that may be recommended to clients, and it routinely recommends SMA/sub‑adviser programs and other structured tax‑aware or alternative strategies that can carry additional fees, leverage, and liquidity considerations.
To learn more about the advisors currently working at 30-40 Wealth Partners, 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 |
|---|---|---|
Cornelius, NC
| 12
|
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