A complete list of active advisors currently associated with Corvus Wealth Advisors LLC

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

Corvus Wealth Advisors is an SEC-registered advisory firm that serves a mix of individual clients (including high-net-worth households), trusts, estates, nonprofit organizations, corporations, and retirement plan sponsors. The firm offers written financial planning (one-time and ongoing), discretionary and non-discretionary investment management, retirement plan consulting, a tactical cash management solution, and 1031 exchange consulting. The firm constructs customized target asset allocations using a blend of active and passive funds, individual securities and occasional tactical shifts, and may use options for hedging; it also directs portions of client assets to sub-advisors and third‑party investment managers. For plan sponsors, Corvus provides fiduciary consulting and can act in a limited 3(38) investment manager capacity while continuing to monitor portfolios on at least a quarterly basis. Noteworthy features include the firm’s substantial assets under management (over $1 billion) relative to a ten-advisor team and several hundred client relationships, its use of a laddered short-term fixed‑income “Tactical Cash Management Strategy,” and the inclusion of 1031 exchange services uncommon among typical wealth management teams. The firm’s ownership structure includes other advisory entities and an affiliated recordkeeping business, which the brochure discloses as a potential conflict of interest when recommending certain recordkeeping services.

To learn more about the advisors currently working at Corvus Wealth Advisors 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.