A complete list of active advisors currently associated with Cima Sports & Wealth Management Inc

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

Cima Sports & Wealth Management is a state-registered investment adviser that offers ongoing asset management of client accounts at a designated custodian and standalone written financial planning services. The firm’s ADV identifies individual retail clients, trusts, estates and business entities as target client types, but the brochure reports no assets under management and no clients as of the disclosure date. The firm’s investment process emphasizes fundamental analysis and employs both strategic and tactical asset-allocation frameworks, using long- and short-term positions and modest cash adjustments as market conditions or special situations (e.g., low‑basis stock or tax issues) warrant. Portfolio management can be provided on either a discretionary or non‑discretionary basis, and trades are implemented through a required custodian platform; the firm does not aggregate or block client trades. A noteworthy operational feature is an affiliation with an accounting and tax-preparation business owned by the same principal, and the brochure discloses the resulting conflict of interest when clients are referred to that affiliate (the firm states it receives no referral fees). The firm is newly registered, operates with a single adviser, requires clients to use its selected custodian and maintains a written separation between its fixed-fee planning engagements and its ongoing asset-management services.

To learn more about the advisors currently working at Cima Sports & 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.