A complete list of active advisors currently associated with Belleau Wood Advisors

Warmer can help you find a great advisor at Belleau Wood Advisors or one who fits your needs even better.

Belleau Wood Partners LLC is a recently formed SEC-registered adviser that offers ongoing portfolio management for individuals, high-net-worth clients, and business entities, and also provides standalone financial planning services. The firm’s brochure notes it currently has no assets under management or active client accounts. The firm emphasizes client-tailored portfolios with a written Investment Policy Statement and seeks discretionary authority to implement customized asset allocation and security selection; its analytic toolbox includes charting, fundamental, quantitative and technical analysis and it may execute strategies that include options, short sales, margin and ETFs. Financial planning is offered as a distinct service and is billed through fixed-fee arrangements rather than exclusively on an hourly or asset-based basis. Compared with many firms in this category, BWPLLC combines individual portfolio management with fixed-fee financial planning while not acting as an adviser to private funds or selecting third‑party subadvisers. The brochure also discloses that clients must use specified custodians and that the firm works across a broad set of investment types (including private placements and venture-style investments), and it does not accept performance-based fees or participate in wrap programs.

To learn more about the advisors currently working at Belleau Wood Advisors, 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.