A complete list of active advisors currently associated with ANTOLINO Wealth Advisors
Warmer can help you find a great advisor at ANTOLINO Wealth Advisors or one who fits your needs even better.
ANTOLINO Wealth Advisors provides financial planning and investment management to individuals, high‑net‑worth clients, trusts, estates and retirement plans. Its advisory offerings include an upfront planning process called the UltraVision System® and ongoing membership tiers under the UltraVision Club™, alongside discretionary and non‑discretionary portfolio management and pension consulting. The firm follows a multi‑dimensional asset allocation approach it calls the ABC’s of Cashflow™, implementing Efficient and Strategic solutions—core, passive and income models; Dimensional ETFs; buffered equity products and alternative investments; a concentrated GP 25 stock strategy; and separately managed accounts—using tools such as eMoney, Morningstar and portfolio visualization software to build custom portfolios and conduct ongoing reviews. Planning engagements emphasize a Math Model, “what‑if” analysis and summary opinion deliverables, and the firm monitors accounts on an ongoing basis when engaged for investment management. Compared with many team advisers, ANTOLINO discloses a formal affiliation with legal services—one of the firm’s principals is a licensed attorney who may provide legal work in a separate capacity—and several advisers also operate as registered representatives and insurance agents, a structure the firm discloses and manages for conflicts of interest. The brochure also discloses the use of hypothetical performance illustrations from third‑party providers in client analyses, a practice that is relatively uncommon among similarly sized team firms.
To learn more about the advisors currently working at ANTOLINO Wealth Advisors, 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.
You can also browse ANTOLINO Wealth Advisors's office locations.
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
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