A complete list of active advisors currently associated with BKS Wealth LLC

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

BKS Wealth LLC provides discretionary asset management and integrated financial planning to individuals, high-net-worth clients, trusts and estates, and corporations or other business entities. The firm also offers life-insurance product services and its representatives are licensed to sell insurance; insurance commissions are separate from advisory fees and are disclosed as a potential conflict of interest. The firm implements continuous, discretionary portfolio management through accounts custodied at a major broker‑dealer, applying both strategic and tactical asset‑allocation approaches alongside long‑term holdings and option‑writing strategies. Investment decisions are informed by a blend of fundamental, technical and charting analysis, and portfolios can be adjusted for special situations such as low‑basis stock, legacy holdings or stock options. What is distinctive is the firm's acceptance of corporate/business clients—an uncommon client focus for independent, single‑advisor firms—and the principal’s activity as a licensed insurance agent, which creates commissionable relationships the firm discloses and manages. As a small, single‑advisor practice managing roughly $21.9 million for under 50 clients, the firm also notes professional credentials held by its principal (CFA and CFP) and the use of limited‑custody arrangements, including standing letters of authorization for some clients, with procedural safeguards.

To learn more about the advisors currently working at BKS Wealth 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.