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, offering comprehensive financial planning, ongoing wealth management, and discretionary portfolio management. The firm provides a standalone "Hand‑Crafted" financial planning program as well as ongoing advisory services that implement, monitor, and update those plans. The firm's investment approach emphasizes passive portfolio construction using index funds and ETFs while also employing fundamental and cyclical analysis as inputs. For equity management it may use a third‑party automated manager (Vise AI Advisors) whose model portfolios the firm reviews and applies as appropriate, and planning engagements involve multiple meetings to explore clients’ goals, values, and action steps with periodic reviews each year. Noteworthy aspects of the firm include its small, single‑advisor practice model combined with an intensive, multi‑session planning process and reliance on third‑party technology and services (an AI-driven TPMM for equity models and a third‑party estate‑document provider) to implement client solutions. The brochure also discloses operational practices that differ from many peers, such as protocols for reporting and temporarily delaying transactions when exploitation of a vulnerable client is suspected and the firm’s stated practice of not providing separate written reports to investment management clients.

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.