A complete list of active advisors currently associated with Caird Family Wealth Management

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

Caird Family Wealth Management is a fee‑only, independent advisory firm that delivers wealth management and written financial planning to individuals, high‑net‑worth clients, charitable organizations, and businesses. Services described in the brochure include comprehensive planning areas such as retirement, tax and estate planning, college savings, business planning, risk management, and fixed‑income management. The firm acts as a discretionary portfolio manager, developing individualized investment policies and asset allocations that combine modern portfolio theory with fundamental and technical analysis and a mix of passive and active strategies. Investment management is provided as part of an integrated advisory relationship that includes ongoing plan reviews and written financial plans; the firm discloses that it operates exclusively through a wrap fee program, which can affect trade frequency and how transaction costs are handled. Notable operational features include the firm’s role as a wrap fee program sponsor—an arrangement that is uncommon among independent RIAs—and a practice of requiring client accounts be held on an institutional custody platform. The firm is a single‑advisor, newly registered practice with roughly $21.1 million in assets under management and about 48 client relationships, and its principal maintains advanced planning credentials (CFP® and CPWA) that align with serving wealth management and advanced planning needs.

To learn more about the advisors currently working at Caird Family 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.