A complete list of active advisors currently associated with Caliber Wealth Management, LLC
Warmer can help you find a great advisor at Caliber Wealth Management, LLC or one who fits your needs even better.
Caliber Wealth Management serves individuals, families, businesses, and retirement plans, providing discretionary portfolio management, non-discretionary investment advice, financial planning, and retirement-plan advisory and management services. The firm also offers in-house tax preparation and tax consulting in addition to its investment and planning services. CWM’s investment approach emphasizes globally diversified portfolios consistent with modern portfolio theory, primarily implemented through mutual funds and exchange-traded funds and informed by fundamental analysis as well as market and economic cycle assessment. Portfolios are tailored to clients’ risk profiles and may include long-term holdings as well as shorter-term trading, options, margin strategies, and the use of third-party managers when appropriate. Noteworthy features include the firm’s recent organization in 2024 alongside roughly $1.76 billion in assets under management and the integration of in-house tax preparation and consulting staffed by licensed accountants, a combination that is less common among peers. The firm also provides retirement-plan services for businesses, does not vote client proxies (clients receive proxies directly from custodians), and relies on custodial relationships that supply institutional tools and other support to the adviser.
To learn more about the advisors currently working at Caliber Wealth Management, 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.
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