A complete list of active advisors currently associated with 46 Peaks Investment Advisory Group

Warmer can help you find a great advisor at 46 Peaks Investment Advisory Group or one who fits your needs even better.

46 Peaks provides advisory services to individuals (including high‑net‑worth and non‑HNW clients), retirement and profit‑sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers discovery analysis, broad financial planning, retirement plan consulting, portfolio management, and the selection and monitoring of separate account managers. The firm builds client portfolios after gathering suitability information, establishing target long‑term allocations and maintaining tactical intermediate‑term models that can differ from neutral targets based on market views; engagements may be discretionary or non‑discretionary. Investment recommendations commonly include mutual funds, ETFs, interval funds, private placements and third‑party SAMs, and 46 Peaks monitors SAM performance and may reallocate among managers when granted authority. The brochure discloses that 46 Peaks directly compensates third‑party consultants and solicitors for client referrals and provides solicitor disclosure statements at the time of referral, including potential fee waivers or discounts for solicitors' principals. These paid‑referral arrangements and the firm’s use of standing letters of authorization for third‑party transfers are noted in the brochure and are less common features among similarly supported advisory firms.

To learn more about the advisors currently working at 46 Peaks Investment Advisory Group, 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.