A complete list of active advisors currently associated with Assurance Wealth Management

Warmer can help you find a great advisor at Assurance Wealth Management or one who fits your needs even better.

The firm serves individual and high‑net‑worth clients as a single‑advisor independent advisory practice, managing about $37.4 million for roughly 56 client relationships. It offers both discretionary and non‑discretionary asset management alongside comprehensive financial planning and consulting. Portfolios are tailored to each client’s goals, time horizon and risk tolerance, with methodology that references Modern Portfolio Theory and technical analysis and a program of regular account reviews. The firm may use options, structured notes, mutual funds and ETFs and integrates retirement and Social Security planning into its financial planning work, with the brochure outlining the specific risks of those instruments and strategies. A noteworthy characteristic is the principal’s affiliated insurance business (an insurance agency operated by the firm’s owner), with approximately half of the principal’s time devoted to insurance activities; affiliated representatives may receive commission compensation for insurance products, a conflict the brochure discloses and says is mitigated by procedures and the firm’s fiduciary obligations. The firm otherwise operates as a solo independent adviser, relies on a custodial broker for execution and receives certain custodial/soft‑dollar benefits described in the brochure.

To learn more about the advisors currently working at Assurance Wealth Management, 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.