A complete list of active advisors currently associated with D'Arcy Wealth Management, Inc.

Warmer can help you find a great advisor at D'Arcy Wealth Management, Inc. or one who fits your needs even better.

D’Arcy Wealth Management provides investment advisory and asset management services primarily to individual clients, small business owners and other business entities, and also recommends and sells life, health, Medicare, long‑term care and other insurance products. The firm offers portfolio construction, ongoing monitoring, and client consultations as part of its advisory service, and reports that it manages a modest number of client accounts and assets. The firm’s investment process centers on asset allocation and a combination of fundamental and technical analysis for strategic, generally long‑term portfolios, with tactical adjustments available when appropriate. Portfolios are managed through a wrap‑fee program and the firm currently provides advice and trades on a non‑discretionary, client‑consent basis rather than exercising discretionary trading authority. Notable aspects of the firm compared with peers include its use of negotiated performance‑based fee arrangements for qualified clients alongside wrap‑fee advisory accounts, and the fact that the managing member operates an affiliated insurance agency and devotes a substantial portion of time to commissionable insurance activities. These features — the mix of performance fees with a wrap program, primarily non‑discretionary management, and significant insurance brokerage activity — are less common among similarly supported advisory firms.

To learn more about the advisors currently working at D'Arcy Wealth Management, Inc., 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.