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

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

Custom Wealth Management, LLC is an SEC‑registered investment adviser that works with individuals, high‑net‑worth individuals, families, and trusts, providing discretionary investment management, integrated financial planning, and limited consulting services. The firm also offers standalone financial plans and may allocate portions of portfolios to independent sub‑advisors or model managers as part of its service mix. The firm employs an active, asset‑allocation oriented approach with periodic rebalancing and uses fundamental, quantitative, and technical analysis as part of its investment process. It has a notable specialization in bank‑issued structured notes — including barrier and buffer income notes and growth notes that reference baskets of ETFs with typical three‑ to five‑year terms and downside buffers of roughly 25–40% — and it manages reinvestment of called notes, ongoing barrier monitoring, and may recommend Roth IRA conversions when notes trade below par (coordinated with a client’s tax advisor). A distinctive feature is an affiliated insurance agency, Custom Wealth Solutions Inc.; some advisory personnel are licensed insurance agents who may recommend life, long‑term care, and annuity products and receive commissions for insurance sales, a conflict the firm discloses and addresses in its policies. In structured‑note activity the firm solicits pricing from multiple bank issuers, states it receives no compensation from issuers, and relies on custodian‑provided fair market values for client reporting and fee calculation.

To learn more about the advisors currently working at Custom 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.