A complete list of active advisors currently associated with Caissa Wealth Strategies

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

Caissa Wealth Strategies serves individual and high‑net‑worth clients, as well as certain profit and pension plans, managing about $297 million for roughly 153 client relationships with a six‑advisor team. The firm provides discretionary and non‑discretionary portfolio management, financial planning on fixed‑fee or hourly bases, and access to private/alternative investments for clients who meet accredited or qualified investor standards. Caissa documents client objectives in an Investment Policy Statement and applies fundamental, technical, and cyclical analysis to construct and monitor portfolios, with annual reviews and event‑driven updates. The firm may recommend third‑party money managers, assists clients with account setup at Schwab Institutional, and delivers periodic custodian and firm reports. Compared with many peers, Caissa publicly references third‑party ratings in its materials and conducts educational seminars and workshops for clients and prospects, practices that are relatively uncommon among similar team firms. Operationally, the firm maintains limited electronic access to client accounts (including stored credentials) and is therefore subject to an annual surprise custody exam, and it no longer votes client proxies except when providing advice on request.

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