A complete list of active advisors currently associated with Chicory Wealth
Warmer can help you find a great advisor at Chicory Wealth or one who fits your needs even better.
Chicory Wealth provides financial life planning and discretionary portfolio management to individuals, high-net-worth individuals, trusts, estates, and charitable organizations, and also offers tax preparation and estate-planning coordination. The firm delivers ongoing advisory services through virtual meetings, phone calls and electronic communications and maintains a legacy wrap program for certain clients. The firm combines fundamental analysis, modern portfolio theory and quantitative techniques with Environmental, Social, and Governance (ESG) metrics to build client portfolios, and pursues a long-term trading approach as the basis for execution. Chicory Wealth typically accepts discretionary authority for managed accounts, conducts periodic reviews at least annually, and applies preapproved proxy-voting guidelines (sourced from Sustainalytics) when it votes client securities. Chicory Wealth is also the general partner and manager of a private pooled investment vehicle (the CW Alpha Fund), a role the brochure discloses can create potential conflicts that the firm addresses through disclosure and suitability determinations. In addition to serving individual clients, the firm provides model portfolio services and operational support to other registered investment advisors and offers business consulting to for‑profit and non‑profit entities, combining advisor-to-advisor services with direct client management.
To learn more about the advisors currently working at Chicory Wealth, 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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