A complete list of active advisors currently associated with Armor Wealth Strategies, LLC
Warmer can help you find a great advisor at Armor Wealth Strategies, LLC or one who fits your needs even better.
Armor Wealth Strategies, LLC provides discretionary asset management to individual and high‑net‑worth clients and serves as a 3(21) fiduciary for retirement plans. The firm also offers financial planning and consulting services and accommodates client‑imposed investment restrictions. The firm tailors investment programs to each client’s stated goals, time horizon and risk tolerance, drawing on fundamental, technical and charting analysis; strategies may include long‑term holdings, trading, options and alternative investments. Client accounts are monitored and reviewed regularly (quarterly) with attention to asset allocation, rebalancing and tax‑loss harvesting opportunities. Noteworthy features include the firm’s relatively small scale — roughly $15 million in assets under management across about 60 clients — and an affiliated insurance practice through which the principal sells insurance products and may receive commissions, a conflict the brochure discloses. The brochure also discloses a past regulatory enforcement matter: an Acceptance, Waiver & Consent with FINRA in mid‑2022 regarding improper proof‑of‑funds letters that resulted in suspension and a fine.
To learn more about the advisors currently working at Armor Wealth Strategies, 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.
Name |
Location |
Years of experience |
|---|---|---|
Farmington Hills, MI
| 29
|
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