A complete list of active advisors currently associated with CS Tomasi Wealth Management

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

CS TOMASI Wealth Management provides discretionary wealth management and portfolio oversight to individuals, high net worth clients, trusts and estates, managing roughly $103 million across a relatively small client base. The firm combines investment management with financial planning and offers additional tax-preparation and insurance services as part of its client service mix. The firm’s investment process blends fundamental analysis with a rotational timing approach that uses relative-strength (momentum) techniques, typically implemented via diversified allocations to stocks, ETFs, mutual funds and fixed income; portfolios are managed with a generally long-term orientation but may be adjusted or traded more actively as client goals or market conditions dictate. Accounts are monitored on an ongoing basis and formal reviews are conducted at least annually. The brochure places noticeable emphasis on third‑party professional credentials (CFP® and Enrolled Agent) and directs readers to public filings on the SEC’s Investment Adviser Public Disclosure site, reflecting an uncommon practice among peers of foregrounding outside certifications and public ratings/records in client materials. The firm also maintains an institutional relationship with LPL Financial and its advisory personnel serve in broker‑dealer and insurance capacities in separate roles, a structure that the brochure discloses as creating potential conflicts of interest related to commissionable product recommendations.

To learn more about the advisors currently working at CS Tomasi 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.