A complete list of active advisors currently associated with Abundance Wealth Counselors, LLC
Warmer can help you find a great advisor at Abundance Wealth Counselors, LLC or one who fits your needs even better.
Abundance Wealth Counselors provides private wealth management in a family office setting to individuals and families with significant investible assets, and also advises retirement plans, businesses (including captive insurance companies), estates, trusts, and certain charitable organizations. Services are generally provided on an ongoing, discretionary basis and include investment management plus coordinated advice and ancillary services such as estate administration, loan and trust administration, private banking, and access to private investment offerings. The firm constructs globally diversified portfolios using individual equities, fixed income, mutual funds, ETFs and hedging strategies, emphasizing long-term allocations with periodic rebalancing and tactical trades informed by fundamental, technical, cyclical and fund analysis. Abundance uses external research and an investment committee (including Investment Research Partners, LLC) to support portfolio decisions, manages separately administered accounts, and offers private placement opportunities to clients on a non‑discretionary basis. Distinctive features include acting as a private fund adviser and sponsor: the firm is a joint owner of Foundation Premium Income GP, LLC and Foundation Global Infrastructure Fund GP, LLC, which serve as general partners to the Foundation Premium Income Fund, LP and Foundation Global Infrastructure Fund, LP, and it accepts pooled vehicle clients. The firm is also affiliated with other financial businesses—including an affiliated insurance agency (Abundance Risk Management) that sources commissionable insurance products and related entities that source private investments—and has attorneys among its related persons who may provide or receive referrals for legal services; these relationships and associated conflicts are disclosed in the firm’s brochure.
To learn more about the advisors currently working at Abundance Wealth Counselors, 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.
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