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

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

DRS Wealth Management is a small advisory firm (two advisors, about $88.5 million in assets under management) that provides discretionary portfolio management and ongoing financial planning to individual clients — including both high‑net‑worth and non‑HNW households — as well as retirement plans and other institutional or corporate clients. The firm typically charges percentage‑of‑AUM fees and also facilitates access to third‑party asset managers and managed account programs. The firm constructs customized portfolios using fundamental analysis and strategic asset allocation, with individual Investment Advisory Representatives developing and overseeing client portfolios and conducting at least annual reviews. DRS combines in‑house management with selection and oversight of third‑party managers, and it uses third‑party technology to manage held‑away defined contribution accounts while recommending institutional custodians for execution and custody. Noteworthy distinctions include the firm’s disclosure of prior regulatory events — including sanctions related to unauthorized discretionary trading and unsuitable structured product recommendations — a disclosure that is uncommon among peers. The firm’s advisors also act as licensed insurance agents and may receive commissions, and DRS offers add‑on services such as a fee‑based estate planning software subscription and a related business advisory entity, creating service offerings and potential conflicts that differ from many similarly sized supported firms.

To learn more about the advisors currently working at DRS 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.