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, comprehensive financial planning, and negotiable tax preparation services to individuals, high‑net‑worth individuals, trusts and estates. The firm manages client accounts custodied at LPL Financial and typically constructs portfolios using stocks, mutual funds, ETFs and bonds as part of its wealth management offering. The firm's investment approach is primarily long‑term, combining fundamental analysis with a rotational timing (relative strength) technique and an internal due‑diligence process to select and monitor holdings. CS TOMASI implements client strategies through continuous personal contact, portfolio construction, ongoing supervision and periodic rebalancing, while retaining discretion to buy, sell or reallocate positions to address client objectives and cash needs. Noteworthy features include its scale — roughly $110 million in discretionary AUM across about 84 clients with three advisors — and that it advertises third‑party ratings, a practice uncommon among peers. The firm’s advisory personnel also serve as registered representatives of LPL Financial and sell insurance products, creating potential commission conflicts that the firm discloses and seeks to manage through fiduciary policies, a Code of Ethics, written disclosures and client authorizations.

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.