A complete list of active advisors currently associated with 3i Wealth Management LLC
Warmer can help you find a great advisor at 3i Wealth Management LLC or one who fits your needs even better.
3i Wealth Management provides discretionary portfolio management and ongoing financial planning to individual and high‑net‑worth clients, tailoring Investment Policy Statements to client goals, time horizons, and risk tolerances. The firm also offers business and tax advisory services, including accounting, tax preparation, tax resolution, trust and estate tax returns, and forensic accounting as part of its service set. The firm’s investment process combines modern portfolio theory and fundamental analysis with a long‑term trading orientation and documented IPS‑driven allocations; it may recommend equity‑heavy allocations for long‑term investors. 3i Wealth Management offers specialized strategies that explicitly employ derivative‑linked instruments and hedging (for example, its Aggressive Growth & Income and Hedged strategies) and applies top‑down macroeconomic analysis in some allocations. What distinguishes the firm from many solo independent advisers is its disclosed affiliations with other investment entities (including an affiliated investment manager and fund) and the firm’s in‑house accounting and tax practice, which the brochure identifies as potential sources of conflicts of interest. The brochure also details the use of derivatives, hedging instruments and the attendant risks of leverage and complex products, practices that are less common among peer single‑advisor independent firms.
To learn more about the advisors currently working at 3i Wealth Management 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 |
|---|---|---|
Fairfield, NJ
| 5
|
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