A complete list of active advisors currently associated with Craft Wealth Services

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

Craft Wealth Services provides investment advisory and written financial planning primarily to individual and high-net-worth clients, including retirement accounts where it acts as a fiduciary. Its services cover ongoing portfolio management and standalone financial plans, and the firm advises on equities, fixed income, mutual funds, ETFs and options. The firm follows a value-oriented, long-term investment approach complemented by fundamental, technical and charting analysis, and it uses tactical allocation and options strategies as part of its implementation toolkit. Advisory relationships are tailored through one-on-one interviews and questionnaires, with discretionary account management, continuous monitoring and at least annual reviews. Noteworthy aspects include operating multiple offices and being an active, licensed insurance agency whose employees may sell annuities and other insurance products for commission, a disclosed conflict of interest. The firm also implements derivatives (options) within separately managed accounts, separates ongoing Advice services from a complexity-based Investment Management fee, and does not accept performance-based fees.

To learn more about the advisors currently working at Craft Wealth Services, 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.