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

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

Drumond Wealth Management provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and other business entities, managing roughly $61.5 million for about 129 clients. Services include customized portfolio management (on either a discretionary or non-discretionary basis) and financial planning covering retirement, tax optimization, cash flow, estate, and asset protection strategies. The firm follows a tactical allocation approach aimed at reducing risk and improving performance, drawing on fundamental, technical, and cyclical analysis and a wide investable universe that includes foreign securities, currencies, ETFs, options, and interests in real estate and oil and gas partnerships. Accounts are managed both discretionary and non-discretionary, with the brochure showing approximately $23.2 million in discretionary assets and $38.3 million in non-discretionary assets, and the firm will accommodate client-imposed investment restrictions. Distinctive features noted in the brochure include operation of a wrap-fee program administered through Charles Schwab, where the firm retains the wrap fee and pays execution costs—a structure the firm acknowledges can create incentives to limit trading activity. The firm also indicates an international orientation uncommon among peers through its use of foreign securities and warrants and leadership’s prior education and work experience in Brazil, and it reports a meaningful non-U.S. client presence.

To learn more about the advisors currently working at Drumond 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.