A complete list of active advisors currently associated with Black Swan Wealth Management

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

Black Swan Wealth Management serves individual clients by providing advisory guidance primarily through the selection and referral of third‑party investment advisers rather than direct portfolio management. The firm also offers financial planning and related guidance, and its brochure reports that it did not manage client assets directly as of December 2022. Its investment approach cites modern portfolio theory as a foundation and focuses on vetting and monitoring outside managers, using benchmarking against comparable indices and any adviser‑specific benchmarks. BSWM does not have discretionary authority over client accounts and typically receives compensation via negotiated fee‑sharing arrangements with the third‑party advisers it recommends. Noteworthy differences from many peers include the firm’s principals’ activities outside the advisory business: a licensed insurance agent and real estate broker may offer insurance and real estate‑related services to Massachusetts clients, and the firm is a partner in an online investor‑education business. The firm also does not aggregate client trades, does not participate in wrap fee programs, and does not operate as a traditional percentage‑of‑AUM portfolio manager, which are less common attributes among supported firms.

To learn more about the advisors currently working at Black Swan 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.