A complete list of active advisors currently associated with Calrivan Wealth Management

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

Calrivan Wealth Management provides discretionary portfolio management and financial planning services to individual clients, including relationships described as high-net-worth. The firm charges percentage-of-assets fees for ongoing management and also offers fixed-fee comprehensive plans and hourly consulting for discrete topics. Investment programs are tailored to each client’s stated goals, time horizon and risk tolerance and draw on fundamental and cyclical analysis as well as Modern Portfolio Theory; portfolios are managed on a discretionary basis with periodic reviews and rebalancing. Clients receive account statements directly from the custodian, and the firm documents client-imposed restrictions and implements tax-loss harvesting and other portfolio maintenance as appropriate. Compared with many peers, Calrivan operates with a very small client base and modest assets under management while maintaining no account minimum, which may signal a more individualized service model. The firm’s leadership brings prior corporate treasury and liquidity experience at large financial institutions, maintains an unrelated small retail business outside the advisory practice, requires use of a single custodian (Charles Schwab), and does not vote client proxies.

To learn more about the advisors currently working at Calrivan 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.

Name	Location	Years of experience
Erik Black	Randolph, NJ	1

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