A complete list of active advisors currently associated with Consilium Wealth Advisory, LLC

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

Consilium Wealth Advisory is a fee-based investment management and wealth advisory firm that serves individuals, high-net-worth clients, and corporate/business entities. Its services include discretionary and non-discretionary portfolio management, comprehensive financial planning (cash flow, tax, retirement, education funding, insurance review, and estate planning), selection of third-party advisers, and project-based consulting. The firm documents client goals in investment policy statements and uses both quantitative and qualitative analysis to build and monitor portfolios, including a discretionary equity-focused "Consilium Core" strategy balanced between value and growth. Consilium acts as a fiduciary for retirement accounts, conducts periodic and event-driven account reviews, and reports approximately $466 million in discretionary assets under management with additional assets under advisement. Noteworthy aspects include an affiliation with another registered investment adviser through one of the firm’s principals, a relationship the firm discloses and for which it allows clients to choose whether to use those outside services. Consilium also reports a material amount of assets under advisement (about $33.8 million), offers employer-directed financial wellness programs and family wealth stewardship services (family governance and philanthropy), and aggregates assets under management and advisement when considering account-level fee breakpoints; a firm principal also serves as trustee for several trust clients.

To learn more about the advisors currently working at Consilium Wealth Advisory, 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.