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

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

CN Wealth Management provides discretionary investment management and portfolio construction primarily for individual and high‑net‑worth clients, offering personalized asset allocation, monitoring, and active trading using equities, mutual funds, and exchange‑traded funds. The firm manages roughly $52 million for about 35 clients and operates as a single‑advisor practice with a stated account minimum that can be waived in some cases. The firm’s investment approach emphasizes fundamental analysis and may incorporate technical analysis, with recommendations that range from long‑term growth to moderate‑to‑aggressive trading strategies. Notably, the brochure discloses the firm’s ability to use margin (borrowing) and derivative instruments — including options and derivative exposures via certain ETFs — in client accounts, and it requires clients to complete custodial margin agreements when margin is used. Compared with many independent peers, CN Wealth Management combines a small client base and single‑advisor structure with relatively large assets under management per client, suggesting a focus on individualized portfolio implementation. The explicit potential use of leverage and derivatives in separately managed accounts, along with active trading and exposure to nontraditional ETFs, is an uncommon feature among firms in this category and is highlighted in the firm’s disclosures.

To learn more about the advisors currently working at CN 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.