A complete list of active advisors currently associated with Chiper Wealth Management, LLC

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

The firm provides investment advisory services to individual and high‑net‑worth clients, including discretionary and non‑discretionary portfolio management as well as financial planning and consulting. It manages approximately $140 million in client assets and generally requires a $25,000 minimum to open an advisory account. Investment advice is tailored to each client’s objectives, time horizon, and risk tolerance, and the firm uses a mix of strategies including asset allocation, dollar‑cost averaging, technical analysis, and both short‑ and long‑term purchases. Portfolios are managed with a stated goal of maintaining purchasing power over the long term, accounts are reviewed at least quarterly, and the firm recommends a primary custodian for trade execution and custody services. Compared with peers, the firm sponsors a wrap fee program—providing investment advisory and brokerage execution services for a single “wrapped” fee—which is relatively uncommon among supported advisers. The brochure also discloses promoter referral arrangements and the use of limited custody mechanisms (automatic fee deductions and standing letters of authorization), which are operational features clients may want to review.

To learn more about the advisors currently working at Chiper Wealth Management, 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.