A complete list of active advisors currently associated with 44 Wealth Management LLC
Warmer can help you find a great advisor at 44 Wealth Management LLC or one who fits your needs even better.
44 Wealth Management provides discretionary and non-discretionary investment management, financial planning and consulting, ERISA plan advisory, and the selection and oversight of independent managers for a mix of individual, high‑net‑worth, institutional, trust, and retirement plan clients. The firm also offers financial institution consulting to broker/dealer customers and conducts one‑time and ongoing financial consulting engagements covering areas such as retirement, tax, estate, real estate, mortgage/debt, and insurance analysis. The firm combines active and passive management with diversification across asset classes and uses a range of analytical approaches — including fundamental, technical/charting, relative‑strength analysis, and tactical asset allocation — to align portfolios with client risk profiles. IARs may deploy options, alternative investments, cash management, margin for qualified clients, and trend‑following elements as part of customized strategies, with periodic monitoring and rebalancing to keep portfolios consistent with client objectives. A distinctive feature disclosed in the brochure is that certain supervised persons are licensed insurance agents who may offer commissionable insurance products through non‑affiliated agencies, a practice the firm identifies as a potential conflict of interest and for which it states procedures to help ensure recommendations are in clients’ best interests. The firm also highlights its use of third‑party custodial and platform services (including research and technology from its custodian), its consulting arrangements with other financial institutions, and its flexibility on account minimums and the use of independent managers.
To learn more about the advisors currently working at 44 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 |
|---|---|---|
Eugene, OR
| 10
| |
Eugene, OR
| 2
| |
Eugene, OR
| 48
| |
Eugene, OR
| 5
|
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