A complete list of active advisors currently associated with Center For Wealth Management Advisory

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

Center for Wealth Management serves individual and high-net-worth clients as well as retirement plans, trusts, and other institutional clients, delivering financial planning, hourly consulting, and both discretionary and non-discretionary investment management. The firm is a small team of five advisors managing roughly $228 million and provides written financial plans, ongoing portfolio management, and pension consulting for employer plans. The firm combines model-based asset-allocation programs and tailored strategies, offering risk‑based models or customized portfolios depending on client goals and time horizons. It offers both non-wrap accounts (Custom Investment Management I) and a wrap program (Custom Investment Management II), and also makes use of LPL-sponsored programs such as Optimum Market Portfolios and Model Wealth Portfolios for clients seeking professionally managed mutual fund and ETF allocations. Compared with many peers, Center for Wealth Management is notable for its affiliation with accounting-related services and for operating its own wrap fee program; the brochure describes the CIM II wrap structure where the asset-based fee covers trading costs and all CIM II accounts are managed on a discretionary basis. The firm also highlights pension consulting and tax‑related planning within its written financial plans and provides a formal ERISA fiduciary acknowledgement for retirement plan advice.

To learn more about the advisors currently working at Center For Wealth Management Advisory, 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.