A complete list of active advisors currently associated with 4-C Personal Wealth Management Consultants, LLC

Warmer can help you find a great advisor at 4-C Personal Wealth Management Consultants, LLC or one who fits your needs even better.

The firm advises individual and high‑net‑worth clients and manages roughly $97.7 million for a small client base through a two‑advisor team. It provides discretionary wealth management, portfolio management, and financial planning services, including retirement‑plan rollover advice and ongoing account supervision. Its investment approach uses a mix of fundamental and technical analysis with a primarily long‑term orientation, while permitting shorter‑term trades for rebalancing or client needs. Portfolios are built from individual stocks and bonds, mutual funds, ETFs, municipal and U.S. government securities after an internal due‑diligence process and with allocations tailored to each client’s goals and risk tolerance. The firm has affiliations with insurance businesses and notes that certain personnel are licensed insurance professionals who may receive separate, commission‑based compensation for insurance product sales; it also provides related services such as Social Security guidance and college‑tuition planning through affiliated entities. The adviser discloses that it compensates third‑party promoters for client referrals and maintains an institutional custodian relationship that provides technology and other benefits, all of which are identified as potential conflicts of interest while clients remain under no obligation to use affiliated products or persons.

To learn more about the advisors currently working at 4-C Personal Wealth Management Consultants, 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.