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

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

Convexity Wealth Management serves individual and high net worth clients and provides discretionary portfolio management alongside integrated financial planning. The firm manages roughly $64 million across under 100 client accounts and constructs portfolios primarily with mutual funds and ETFs, with individual equities used only as complementary holdings when necessary. The adviser follows a risk-based diversification process that attempts to equalize each holding’s contribution to overall portfolio risk, with the goal of creating convex payoff structures; accounts are reviewed at least monthly for rebalancing and tax-loss harvesting opportunities. Convexity manages client accounts on a discretionary basis and includes financial planning as part of its portfolio management services rather than as a separately billed offering. Noteworthy operational features include a fee-only model with no commissions or performance-based fees and a practice of requesting clients direct brokerage through Vanguard; the firm does not aggregate trades across client accounts, which can affect execution timing. Convexity invoices clients via third-party emailed bills that support ACH and card payments, and it relies on custodians to provide custody and performance reporting.

To learn more about the advisors currently working at Convexity 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.