A complete list of active advisors currently associated with Dirigo Private Wealth

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

Dirigo Private Wealth is an independent, single-advisor registered investment adviser that serves individual investors, high-net-worth individuals, and retirement plans. The firm provides discretionary portfolio management, financial planning (both included in asset-based management and available as standalone engagements or monthly retainers), sub‑advisory services to other advisors, and may recommend annuity products. The firm’s sole adviser customizes portfolios using a percentile-based asset allocation framework and employs both fundamental and technical analysis, generally favoring longer-term holdings while allowing shorter-term trades for rebalancing or tactical needs. DPW may also recommend unaffiliated independent managers for portions of client portfolios and conducts initial and ongoing oversight and due diligence to align those managers with client objectives. Unlike many peers, DPW regularly organizes educational seminars and events and charges separate admission fees to attendees, with the firm disclosing it may receive compensation for those events. The firm manages roughly $24.8 million for 36 clients, requires clients to establish accounts at its recommended qualified custodian, and provides sub‑advisory and annuity-related services that can create compensation streams separate from its asset-based advisory fees.

To learn more about the advisors currently working at Dirigo Private Wealth, 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.