A complete list of active advisors currently associated with Ducere Wealth Management
Warmer can help you find a great advisor at Ducere Wealth Management or one who fits your needs even better.
Ducere Wealth Management is a SEC-registered advisory firm with a six-advisor team managing roughly $504 million for approximately 128 clients, primarily individuals, high‑net‑worth families, business owners and corporations. The firm provides discretionary investment management together with advanced tax optimization and estate planning services, and it routinely includes alternative investments such as private credit, private equity, and real estate where appropriate. The firm’s investment approach centers on long‑term strategic asset allocation with tactical adjustments as warranted, favoring indexing and passive strategies for tax‑sensitive clients while applying tax‑efficient techniques like direct indexing, tax‑loss harvesting, and proactive capital‑gains management. For specialized exposures, DWM uses a Third‑Party Manager program and conducts due diligence on alternative opportunities, and it generally manages accounts on a discretionary basis consistent with documented client goals and risk tolerances. Notably, Ducere uses promoter/endorsement arrangements in its client acquisition efforts, compensating promoters as a percentage of advisory fees or assets and providing written disclosures under the SEC marketing rule — a practice that is uncommon among comparable team firms. The firm also emphasizes serving accredited investors and qualified purchasers, maintains a stated $2 million account minimum (subject to waiver), and has amassed over $500 million in assets while combining passive core strategies with significant alternative and estate/tax planning capabilities.
To learn more about the advisors currently working at Ducere 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.
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")