A complete list of active advisors currently associated with Decca Private Wealth Management, Inc.

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

Decca Private Wealth Management is a small advisory firm that serves individual clients, including high-net-worth individuals, and provides both discretionary and non-discretionary portfolio management as well as retirement plan (ERISA 3(21)) services and managed “held-away” accounts. The firm manages client relationships on a personalized basis, documenting goals, time horizons, objectives, and risk tolerance for each account. Investment programs are tailored to client objectives and use conventional portfolio-construction techniques, including Modern Portfolio Theory and asset-allocation-driven strategies, and can incorporate trading strategies such as options and margin where appropriate. Decca may engage independent sub‑advisors to implement agreed models, uses a third‑party platform to facilitate management of held‑away assets, and conducts at least quarterly account reviews. Several features distinguish the firm from most peers: some of its representatives are affiliated with and receive external compensation through a broker‑dealer relationship, it offers performance‑based fee arrangements that use a high‑water mark mechanism, and it permits borrowing/margin usage in managed accounts. These arrangements and potential conflicts are disclosed in the firm’s policies and Code of Ethics and are described as being mitigated by its fiduciary duty and supervisory procedures.

To learn more about the advisors currently working at Decca Private 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.

You can also browse Decca Private Wealth Management, Inc.'s office locations.