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 is a fee-based registered investment adviser that provides personalized financial planning and discretionary portfolio management to individuals and to entities such as pension and profit sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages roughly $8 million in client assets and generally charges asset-based advisory fees. 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; strategies may include long positions, cash and short/inverse positions, and the use of predetermined exit rules, with daily account monitoring and discretionary trading authority. Portfolios typically use ETFs, mutual funds, and individual securities and the firm discloses that active management can entail above‑average turnover, leverage via inverse or leveraged instruments, and attendant tax considerations for non‑retirement accounts. Distinctive operational features noted in the brochure include automatic household aggregation for fee‑tiering, a solicitor/referral arrangement to third‑party money managers under which the firm may receive a portion of advisory fees, and the fact that the firm’s principal also serves as a licensed insurance agent (disclosed as approximately 20% of the work week) and may sell commissionable insurance products. The firm also describes a client‑friendly financial planning refund policy (a 90‑day full refund and an additional one‑year satisfaction provision) that is not typical for many small independent advisers.

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.