A complete list of active advisors currently associated with 49th Parallel Wealth Management

Warmer can help you find a great advisor at 49th Parallel Wealth Management or one who fits your needs even better.

49th Parallel Wealth Management is a fee-only independent investment adviser serving individuals and high‑net‑worth clients with discretionary investment management and written financial planning, including project‑based engagements and tax‑preparation assistance. The firm uses percentage‑of‑AUM billing and provides ongoing planning as part of its advisory relationship for larger accounts while offering standalone planning and targeted deliverables for other clients. The firm constructs personalized portfolios using asset‑allocation frameworks that draw on fundamental, technical, and modern portfolio theory analyses and may combine passive and active strategies, including socially responsible (ESG) options when requested. Accounts are reviewed on a regular basis and the adviser typically exercises discretionary trading authority while accommodating reasonable client‑imposed restrictions and delivering specialized work such as corporate structuring memos or targeted plans. What distinguishes 49th Parallel from many small, solo independent advisers is its explicit cross‑border capability and client mix: the firm reports a significant non‑U.S. client base and is affiliated with 49th Parallel Wealth Management ULC, a British Columbia‑regulated portfolio manager, which supports services for Canadian and other non‑U.S. clients. The firm also documents international tax and reporting support (for example, Canadian returns, Nonresident T1, FBAR, T1135, Form 5471, 3520/3520A and GILTI/subpart F considerations) and operates at a small scale (one advisor, a limited client roster and modest AUM), which informs its focus on bespoke cross‑border planning and coordination.

To learn more about the advisors currently working at 49th Parallel Wealth Management, 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.