A complete list of active advisors currently associated with Dubois Wealth Management, LLC
Warmer can help you find a great advisor at Dubois Wealth Management, LLC or one who fits your needs even better.
The firm provides ongoing portfolio management and financial planning for individual and high‑net‑worth clients. It prepares individualized Investment Policy Statements and typically emphasizes equity portfolios while also using mutual funds, ETFs, REITs, annuities and privately placed securities as appropriate. The firm’s investment process mixes technical/charting, fundamental, quantitative analysis and modern portfolio theory, and it employs both long‑term trading and options strategies, including covered and uncovered option positions. It generally seeks discretionary authority to implement clients’ Investment Policy Statements and conducts regular account monitoring and reporting through the custody platform. What is noteworthy for a firm of this size is its operational approach: the firm requires clients to use a specific institutional custodian, does not aggregate (block) trades across multiple client accounts, and may direct portions of client assets to third‑party advisers — practices that can differ from many peers and can result in layered fees. The brochure also discloses the principal’s outside, non‑advisory business activities (management of personal rental properties and other employment/board roles), which the firm identifies as material relationships.
To learn more about the advisors currently working at Dubois Wealth Management, LLC, 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.
Name |
Location |
Years of experience |
|---|---|---|
St. Simons Island, GA
| 7
|
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