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

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

Custom Wealth Solutions is a small advisory firm that provides discretionary asset management to individual and high‑net‑worth clients, managing roughly $26 million across about 45 client relationships. The firm delivers ongoing portfolio management and also offers managed solutions through the Orion Portfolio Solutions program, combining the firm’s advisory oversight with platform-based strategies. Portfolios are built around documented client goals, time horizons, and risk tolerances, with periodic monitoring and quarterly reviews; the firm uses Monte Carlo planning techniques as part of its analysis. It also employs third‑party strategists and platform features—including custom indexing and disciplined equity sleeves—through the OPS program and requires clients to custody assets at major custodians. The firm’s most distinctive feature is the principal’s affiliated insurance practice, an independent insurance agency that occupies a substantial portion of her professional time and from which she receives typical insurance commissions, an arrangement the brochure discloses as a conflict of interest. Operationally, the firm does not aggregate trades, does not vote client proxies, and relies on OPS to collect and remit platform fees—features that create an operational and compensation profile that differs from many peers.

To learn more about the advisors currently working at Custom Wealth Solutions, 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.