A complete list of active advisors currently associated with Consolidated Wealth Management

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

The firm provides individualized financial planning and portfolio management for individuals, serving both high-net-worth and other individual clients. Planning covers a broad set of areas including retirement, education, tax, estate, insurance, asset allocation, and cash-flow management, with recommendations that can include equities, fixed income and insurance products. The firm’s investment approach emphasizes fundamental analysis and a long‑term buy‑and‑hold philosophy, often implementing diversified allocations with low‑cost exchange‑traded funds and software-driven scenario analysis. Advice is delivered on a non‑discretionary basis (clients retain implementation authority) and reviews are encouraged at least semi‑annually to update plans and assumptions. Noteworthy for a firm of this size, the principal has an ownership relationship with a broker‑dealer and the adviser may implement recommendations through that affiliated broker‑dealer, which can involve revenue sharing on certain fixed‑income products and the sale of insurance/annuity products via third‑party wholesalers. The firm relies on fixed/flat planning fees rather than percentage‑of‑AUM billing, does not take custody or proxy‑voting authority, and operates with a relatively small client roster managed through non‑discretionary engagements.

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