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 primarily serves individual and high‑net‑worth clients with ongoing portfolio management and financial planning, and also offers business and tax advisory services — including accounting, tax preparation, tax resolution, and forensic accounting — to small businesses and individuals. Client relationships are documented with an Investment Policy Statement and the firm generally manages accounts on a discretionary basis. The firm combines modern portfolio theory and fundamental analysis with a long‑term trading approach, constructing individualized asset allocations and conducting quarterly reviews. It offers specialized strategies that explicitly incorporate derivatives and hedging (including derivative‑linked instruments intended for income generation and downside protection) alongside equities, fixed income, ETFs and other conventional securities. Notable distinctions include an affiliation with other investment entities (Hedged Alpha Capital Management and a related fund) and the availability of in‑house accounting and forensic tax services, services the firm discloses may create conflicts of interest. Its use of derivative‑based, hedged strategies and these non‑investment services is uncommon among solo independent advisers of similar size and are described in the firm’s ADV.

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
Gene Tortorello	Fairfield, NJ	5

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