A complete list of active advisors currently associated with Cerro Pacific Wealth Advisors, LLC

Warmer can help you find a great advisor at Cerro Pacific Wealth Advisors, LLC or one who fits your needs even better.

Cerro Pacific Wealth Advisors serves individuals (including high-net-worth clients), trusts, pension and profit-sharing plans, and various businesses with comprehensive portfolio management, financial planning, and retirement plan consulting. The firm also implements separately managed accounts and third-party manager relationships and notes that certain clients may include reinsurance companies related to vehicle dealerships, which are managed according to established investment policy statements. The firm combines multiple methods of analysis—fundamental, technical, quantitative, qualitative and cyclical—to construct asset-allocation based portfolios (strategic, dynamic, tactical, and core-satellite) and monitors accounts for rebalancing and risk management. It uses a wide range of instruments and strategies when appropriate for client objectives, including fixed income, options, margin, short sales, leveraged ETFs, structured products, and third-party managers, and conducts at least annual reviews with more frequent monitoring as conditions warrant. Noteworthy features relative to peers include a four-advisor team managing approximately $531.6 million in discretionary assets, the use of institutional platform services through Fidelity (including transition assistance that the firm discloses and evaluates for conflicts), and the use of third‑party platforms (e.g., for held-away defined contribution participant accounts) to provide discretionary participant account management without taking custody. The brochure also discloses limited ancillary services (licensed notaries among supervised persons) for which the firm mitigates conflicts by not charging clients.

To learn more about the advisors currently working at Cerro Pacific Wealth Advisors, 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.