A complete list of active advisors currently associated with Courtside Wealth Partners LLC
Warmer can help you find a great advisor at Courtside Wealth Partners LLC or one who fits your needs even better.
Courtside Wealth Partners LLC provides investment management and ongoing financial planning to individuals, high‑net‑worth individuals, and charitable organizations. The firm is fee‑only and delivers discretionary portfolio management alongside comprehensive planning services organized into three tiers (All‑Star, MVP, and Hall of Fame) that cover cash‑flow and retirement planning, risk/insurance review, and investment management. The firm’s investment process emphasizes asset allocation informed by Modern Portfolio Theory, combining fundamental analysis with passive mutual fund and ETF strategies, and offers socially responsible investing options when requested. Clients grant discretionary trading authority and receive tailored services based on the chosen tier; the MVP tier explicitly adds tax planning and preparation through an affiliated accounting firm. A notable characteristic is the firm’s affiliation with Courtside CPA & Associates, PLLC, which is used to integrate tax planning and accounting services into client engagements — an arrangement that is uncommon among independent advisers. Courtside also offers operational services typically less common at this scale (bill pay and expense management and a dedicated relationship manager in its Hall of Fame tier), requires use of its recommended custodial platforms (Altruist and/or JP Morgan), and manages a relatively small asset base and client roster, suggesting highly personalized relationships.
To learn more about the advisors currently working at Courtside Wealth Partners 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.
Name |
Location |
Years of experience |
|---|---|---|
Elkins Park, PA
| 1
|
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