A complete list of active advisors currently associated with 46 North Financial
Warmer can help you find a great advisor at 46 North Financial or one who fits your needs even better.
46 North Financial (Weisert Wealth Management, LLC dba 46 North Financial) is a fee‑only registered investment adviser that provides investment management, comprehensive and project‑based financial planning, and retirement plan consulting and management for individuals, corporations, charitable organizations, and employer‑sponsored pension or profit‑sharing plans. The firm manages roughly $60.4 million across its client relationships and advises on a range of securities including stocks, bonds, mutual funds, ETFs, options, and cash equivalents. The firm develops client‑specific investment policies and asset allocation targets, implementing those plans on a discretionary or non‑discretionary basis and tailoring restrictions when requested. To implement strategies it regularly employs third‑party model portfolios and outside managers—using institutional model marketplaces and sub‑advisers—to conduct portfolio construction, rebalancing, and tax‑loss harvesting while maintaining ongoing due diligence and monitoring. What is notable about 46 North relative to many independent peers is its active work with charitable organizations and with employer retirement plans, including providing ERISA fiduciary services and acting as an ERISA 3(38) investment manager or offering pension consulting and plan management. The firm also integrates model marketplaces and named sub‑advisers (including platforms that enable BlackRock model access and quantitative strategies) into client solutions and requires custody through institutional platforms, while keeping outside managers’ fees separate from its own advisory fee.
To learn more about the advisors currently working at 46 North Financial, 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 |
|---|---|---|
Denver, CO
| 13
|
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