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

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

Assurity Wealth Management provides investment advisory and financial planning services primarily for individual clients, including personal trusts and estates. Its offerings include discretionary portfolio management, hourly or flat-fee financial planning and consulting, access to managed‑account programs, and the use of registered index‑linked annuities as part of some client solutions. The firm’s investment approach is primarily long‑term and fundamental, constructing diversified portfolios from low‑cost mutual funds and ETFs while at times using individual stocks, MLP funds and bonds; technical analysis is used principally for trade timing. When clients elect managed‑account programs the firm selects and oversees unaffiliated money managers and conducts ongoing monitoring, rebalancing and risk‑management reviews. What is distinctive for a firm of this size is its business affiliations: it operates alongside a tax preparation practice (BeeSure Tax Advisors), an affiliated insurance agency and a separate financial services entity, and representatives may recommend insurance products for which they receive commissions; clients are not required to use those affiliated services. The firm also relies on solicitor and referral arrangements with third‑party managers and annuity providers while maintaining custodial relationships that allow fee debits and limited custody, and it serves a relatively small client base with modest assets under management.

To learn more about the advisors currently working at Assurity 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.