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

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

Crafted Wealth Management serves individual and high‑net‑worth clients, delivering ongoing wealth management through its Signature Crafted Wealth Process along with investment management, integrated financial planning, estate‑planning assistance via third‑party providers, and hourly consulting. The firm provides discretionary portfolio management and, with client consent, may recommend or allocate assets to third‑party money managers or investment programs. The firm generally pursues a primarily passive investment approach—constructing diversified, low‑cost portfolios—while also employing fundamental and cyclical analysis and discretionary rebalancing as part of portfolio supervision; comprehensive planning is included in the ongoing advisory relationship and clients are typically met two to four times per year. Crafted Wealth may use automated model portfolios and direct indexing provided by a TPMM (Vise AI) and relies on outside managers or platforms for portions of client portfolios when appropriate. Crafted Wealth operates as a small, principal‑led practice with a single owner and a compact advisory team, managing roughly $81 million in discretionary assets for a limited client base, an organizational profile that is less common among supported firms. The brochure discloses the firm’s explicit reliance on third‑party technology—an online estate‑planning platform (Vanilla) and an AI‑driven portfolio manager—which the firm uses for selected planning and investment functions and discloses as a potential conflict of interest.

To learn more about the advisors currently working at Crafted 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.