A complete list of active advisors currently associated with Asset Lift Wealth Management, LLC
Warmer can help you find a great advisor at Asset Lift Wealth Management, LLC or one who fits your needs even better.
Asset Lift Wealth Management serves individuals and high‑net‑worth clients as well as pension and profit‑sharing plans, trusts, estates, charitable organizations, and small businesses, offering personalized financial planning and discretionary investment management. The firm operates as a solo, fee‑based registered investment adviser and reports managing approximately $10.24 million across roughly 37 accounts, with an initial exploratory consultation provided at no charge. The firm’s investment approach centers on risk‑calibrated, globally diversified portfolios that are actively managed to seek positive returns in both rising and falling markets, using long positions in up markets and inverse or cash positions as hedges in down markets. Portfolios are built primarily from exchange‑listed securities (ETFs, mutual funds, and individual stocks), employ predetermined exit strategies, and are monitored daily — practices that can result in higher turnover and potential tax consequences in non‑qualified accounts. Noteworthy features include the firm’s exclusive use of a single independent custodian platform and its integration with that platform’s automated tax‑management tools and bundled services; the firm discloses absorbing the cost of those tax tools and is monitoring a pending acquisition of the custodian’s parent company. The brochure also discloses that the firm’s principal maintains an active insurance practice (reported to occupy about 20% of professional time) and that the firm has expressed unique refund provisions for some planning engagements, with these arrangements and potential conflicts addressed in its disclosures.
To learn more about the advisors currently working at Asset Lift Wealth Management, 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 |
|---|---|---|
Cypress, TX
| 20
|
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