A complete list of active advisors currently associated with Blackacre Wealth

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

Blackacre Wealth provides wealth management and financial planning services to individuals, high‑net‑worth clients, and businesses. Services described in its brochure include discretionary portfolio management for individual accounts, project‑based financial planning, and public educational seminars and speaking engagements; the firm operates on a fee‑only basis and may refer clients to third‑party professionals. The firm describes a client‑focused process that begins with personal discussions to establish goals, risk tolerance, and an investment policy, then implements asset‑allocation targets using a mix of fundamental, technical, and modern portfolio theory approaches. Blackacre Wealth may use both passive and active vehicles, can recommend alternative exposures (including real estate, private placements, and digital assets), and offers planning engagements billed on fixed‑fee or hourly bases rather than exclusively on an asset‑based schedule. Notable distinctions in the brochure include that the firm’s principal maintains active California attorney and insurance licenses and has prior law‑firm and in‑house legal experience, while the firm states it will not provide legal services or sell insurance products to clients. The firm also highlights its educational seminar offering, its willingness to advise on less traditional assets, and—as disclosed on its initial Form ADV filing—reports no assets under management and does not serve as a private‑fund adviser.

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