A complete list of active advisors currently associated with Cauble & Harre Wealth Management, Inc.

Warmer can help you find a great advisor at Cauble & Harre Wealth Management, Inc. or one who fits your needs even better.

Cauble & Harre Wealth Management, Inc. is a fee-only wealth management firm that provides discretionary portfolio management and financial planning to individuals, high-net-worth households, and select institutional entities. The firm manages roughly $300 million across about 100 client relationships and bases each engagement on a written Investment Policy Statement. The firm uses model asset allocations (rather than turnkey model portfolios) to establish target asset-class weightings and builds customized portfolios from individual securities, mutual funds, and ETFs, blending indexed and active strategies; tactical shifts are used selectively to overweight or underweight sectors. Accounts are monitored continuously and managed on a discretionary basis, and the firm generally does not employ margin or direct options strategies for client accounts. Distinctive operational features include the firm’s custody posture — it is deemed to have custody because it deducts advisory fees and accepts standing letters of authorization, while describing procedures intended to meet regulatory exceptions to surprise-exam requirements. The firm also does not vote proxies for client securities and explicitly ties comprehensive financial planning to its portfolio management relationships, resulting in a client base that skews toward larger household balances compared with many team firms.

To learn more about the advisors currently working at Cauble & Harre Wealth Management, Inc., 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.